Cranbrook Wealth Management’s Alcoa AA Stock Holding History

Cranbrook Wealth 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
2019 Q2	–	Sell	-19	Closed	-$1K	–	237
2019 Q1	$1K	Hold	19	–	–	﹤0.01%	229
2018 Q4	$1K	Hold	19	–	–	﹤0.01%	221
2018 Q3	$1K	Hold	19	–	–	﹤0.01%	215
2018 Q2	$1K	Hold	19	–	–	﹤0.01%	205
2018 Q1	$1K	Hold	19	–	–	﹤0.01%	206
2017 Q4	$1K	Hold	19	–	–	﹤0.01%	204
2017 Q3	$1K	Sell	19 -25	-57%	-$1K	﹤0.01%	204
2017 Q2	$1K	Hold	44	–	–	﹤0.01%	210
2017 Q1	$2K	Hold	44	–	–	﹤0.01%	188
2016 Q4	$1K	Sell	44 -124	-74%	-$3.37K	﹤0.01%	200
2016 Q3	$4K	Buy	+168	New	+$4.1K	﹤0.01%	179
2016 Q2	–	Sell	-168	Closed	-$4K	–	189
2016 Q1	$4K	Hold	168	–	–	﹤0.01%	176
2015 Q4	$4K	Hold	168	–	–	﹤0.01%	176
2015 Q3	$4K	Hold	168	–	–	﹤0.01%	181
2015 Q2	$5K	Hold	168	–	–	﹤0.01%	181
2015 Q1	$5K	Hold	168	–	–	﹤0.01%	180
2014 Q4	$6K	Hold	168	–	–	﹤0.01%	177
2014 Q3	$7K	Hold	168	–	–	﹤0.01%	134
2014 Q2	$6K	Hold	168	–	–	﹤0.01%	134
2014 Q1	$5K	Hold	168	–	–	﹤0.01%	135
2013 Q4	$4K	Buy	+168	New	+$3.73K	﹤0.01%	189

Other funds holding AA

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Cranbrook Wealth Management's AA Position: Q2 2019 in Review

Cranbrook Wealth Management sold out of Alcoa (AA) in Q2 2019, closing a stake of 19 shares — an estimated $1K sold.

Cranbrook Wealth Management first reported a position in AA in Q4 2013 and held it in 21 quarters. The position peaked at $7K in Q3 2014. 336 funds tracked by Wall St. Rank hold AA as of Q2 2019.

Cranbrook Wealth Management reported no remaining Alcoa position as of Q2 2019 after selling out during the quarter.
Cranbrook Wealth Management sold 19 Alcoa shares in Q2 2019, an estimated $1K.
Cranbrook Wealth Management first reported a position in Alcoa in Q4 2013 and held it in 21 quarters.
Cranbrook Wealth Management's Alcoa position peaked at $7K in Q3 2014.
336 funds tracked by Wall St. Rank held Alcoa as of Q2 2019.

Based on Cranbrook Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.