CWSR
AA icon

Chessman Wealth Strategies RIA’s Alcoa AA Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-333
Closed -$13K – 25
2018
Q3 		$13K Buy
+333
New +$14.5K 0.01% 115

Other funds holding AA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Chessman Wealth Strategies RIA's AA Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Alcoa (AA) in Q4 2018, closing a stake of 333 shares — an estimated $13K sold.

Chessman Wealth Strategies RIA first reported a position in AA in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 383 funds tracked by Wall St. Rank hold AA as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Alcoa position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 333 Alcoa shares in Q4 2018, an estimated $13K.
  • Chessman Wealth Strategies RIA first reported a position in Alcoa in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Alcoa position peaked at $13K in Q3 2018.
  • 383 funds tracked by Wall St. Rank held Alcoa as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.