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EFG Asset Management (Americas)’s Alcoa AA Stock Holding History

EFG Asset Management (Americas)’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
2014
Q4 		– Sell
-1,032
Closed -$40K – 220
2014
Q3 		$40K Buy
+1,032
New +$40.5K 0.04% 77
2014
Q2 		– Sell
-655
Closed -$20K – 122
2014
Q1 		$20K Hold
655
– – 0.02% 108
2013
Q4 		$16.7K Buy
+655
New +$14.5K 0.01% 104

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EFG Asset Management (Americas)'s AA Position: Q4 2014 in Review

EFG Asset Management (Americas) sold out of Alcoa (AA) in Q4 2014, closing a stake of 1,032 shares — an estimated $40K sold.

EFG Asset Management (Americas) first reported a position in AA in Q4 2013 and held it in 3 quarters. The position peaked at $40K in Q3 2014. 651 funds tracked by Wall St. Rank hold AA as of Q4 2014.

  • EFG Asset Management (Americas) reported no remaining Alcoa position as of Q4 2014 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 1,032 Alcoa shares in Q4 2014, an estimated $40K.
  • EFG Asset Management (Americas) first reported a position in Alcoa in Q4 2013 and held it in 3 quarters.
  • EFG Asset Management (Americas)'s Alcoa position peaked at $40K in Q3 2014.
  • 651 funds tracked by Wall St. Rank held Alcoa as of Q4 2014.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2014, filed 17 Feb 2015.