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Burt Wealth Advisors’s Alcoa AA Stock Holding History

Burt Wealth Advisors’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
2016
Q1 		– Sell
-231
Closed -$5K – 661
2015
Q4 		$5K Buy
+231
New +$5.16K ﹤0.01% 362

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Burt Wealth Advisors's AA Position: Q1 2016 in Review

Burt Wealth Advisors sold out of Alcoa (AA) in Q1 2016, closing a stake of 231 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in AA in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 609 funds tracked by Wall St. Rank hold AA as of Q1 2016.

  • Burt Wealth Advisors reported no remaining Alcoa position as of Q1 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 231 Alcoa shares in Q1 2016, an estimated $5K.
  • Burt Wealth Advisors first reported a position in Alcoa in Q4 2015 and held it in 1 quarter.
  • Burt Wealth Advisors's Alcoa position peaked at $5K in Q4 2015.
  • 609 funds tracked by Wall St. Rank held Alcoa as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.