Bridgeworth’s Alcoa AA Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-133	Closed	-$6K	–	134
2018 Q2	$6K	Buy	+133	New	+$6.69K	﹤0.01%	480

Other funds holding AA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bridgeworth's AA Position: Q3 2018 in Review

Bridgeworth sold out of Alcoa (AA) in Q3 2018, closing a stake of 133 shares — an estimated $6K sold.

Bridgeworth first reported a position in AA in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 428 funds tracked by Wall St. Rank hold AA as of Q3 2018.

Bridgeworth reported no remaining Alcoa position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 133 Alcoa shares in Q3 2018, an estimated $6K.
Bridgeworth first reported a position in Alcoa in Q2 2018 and held it in 1 quarter.
Bridgeworth's Alcoa position peaked at $6K in Q2 2018.
428 funds tracked by Wall St. Rank held Alcoa as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.