Cavalier Investments’s Alcoa AA Stock Holding History

Cavalier Investments’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 Q1	–	Sell	-23,600	Closed	-$1.27M	–	168
2017 Q4	$1.27M	Buy	+23,600	New	+$1.08M	0.51%	45

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Cavalier Investments's AA Position: Q1 2018 in Review

Cavalier Investments sold out of Alcoa (AA) in Q1 2018, closing a stake of 23,600 shares — an estimated $1.27M sold.

Cavalier Investments first reported a position in AA in Q4 2017 and held it in 1 quarter. The position peaked at $1.27M in Q4 2017. 458 funds tracked by Wall St. Rank hold AA as of Q1 2018.

Cavalier Investments reported no remaining Alcoa position as of Q1 2018 after selling out during the quarter.
Cavalier Investments sold 23,600 Alcoa shares in Q1 2018, an estimated $1.27M.
Cavalier Investments first reported a position in Alcoa in Q4 2017 and held it in 1 quarter.
Cavalier Investments's Alcoa position peaked at $1.27M in Q4 2017.
458 funds tracked by Wall St. Rank held Alcoa as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.