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Boston Research & Management’s Alcoa AA Stock Holding History

Boston Research & Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-24,770
Closed -$695K – 97
2016
Q4 		$695K Sell
24,770
-67,710
-73% -$1.84M 0.4% 64
2016
Q3 		$2.25M Buy
92,480
+770
+0.8% +$18.8K 1.3% 43
2016
Q2 		$2.04M Buy
91,710
+1,048
+1% +$24.5K 1.24% 43
2016
Q1 		$2.09M Sell
90,662
-91
-0.1% -$1.85K 1.3% 40
2015
Q4 		$2.15M Buy
90,753
+9,251
+11% +$206K 1.34% 38
2015
Q3 		$1.89M Sell
81,502
-3,712
-4% -$86.9K 1.24% 39
2015
Q2 		$2.28M Buy
85,214
+5,322
+7% +$165K 1.45% 33
2015
Q1 		$2.48M Buy
79,892
+7,008
+10% +$252K 1.57% 29
2014
Q4 		$2.77M Buy
72,884
+258
+0.4% +$10K 1.73% 20
2014
Q3 		$2.81M Sell
72,626
-9,109
-11% -$357K 1.89% 13
2014
Q2 		$2.92M Sell
81,735
-2,266
-3% -$74.3K 2.02% 11
2014
Q1 		$2.6M Buy
84,001
+116
+0.1% +$3.22K 1.91% 14
2013
Q4 		$2.14M Sell
83,885
-17,951
-18% -$398K 1.65% 26
2013
Q3 		$1.99M Buy
101,836
+7,072
+7% +$137K 1.68% 25
2013
Q2 		$1.78M Buy
+94,764
New +$1.9M 1.58% 28

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Boston Research & Management's AA Position: Q1 2017 in Review

Boston Research & Management sold out of Alcoa (AA) in Q1 2017, closing a stake of 24,770 shares — an estimated $695K sold.

Boston Research & Management first reported a position in AA in Q2 2013 and held it in 15 quarters. The position peaked at $2.92M in Q2 2014. 410 funds tracked by Wall St. Rank hold AA as of Q1 2017.

  • Boston Research & Management reported no remaining Alcoa position as of Q1 2017 after selling out during the quarter.
  • Boston Research & Management sold 24,770 Alcoa shares in Q1 2017, an estimated $695K.
  • Boston Research & Management first reported a position in Alcoa in Q2 2013 and held it in 15 quarters.
  • Boston Research & Management's Alcoa position peaked at $2.92M in Q2 2014.
  • 410 funds tracked by Wall St. Rank held Alcoa as of Q1 2017.

Based on Boston Research & Management's 13F filing for Q1 2017, filed 5 May 2017.