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Evercore Trust Company’s Alcoa AA Stock Holding History

Evercore Trust Company’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
2017
Q4 		– Sell
-1,032,094
Closed -$48.1M – 1
2017
Q3 		$48.1M Sell
1,032,094
-473,741
-31% -$18.9M 0.14% 41
2017
Q2 		$49.2M Sell
1,505,835
-156,201
-9% -$5.07M 0.15% 38
2017
Q1 		$57.2M Sell
1,662,036
-329,090
-17% -$11.5M 0.18% 35
2016
Q4 		$55.9M Buy
+1,991,126
New +$54.1M 0.18% 34

Other funds holding AA

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Trust Company's AA Position: Q4 2017 in Review

Evercore Trust Company sold out of Alcoa (AA) in Q4 2017, closing a stake of 1,032,094 shares — an estimated $48.1M sold.

Evercore Trust Company first reported a position in AA in Q4 2016 and held it in 4 quarters. The position peaked at $57.2M in Q1 2017. 467 funds tracked by Wall St. Rank hold AA as of Q4 2017.

  • Evercore Trust Company reported no remaining Alcoa position as of Q4 2017 after selling out during the quarter.
  • Evercore Trust Company sold 1,032,094 Alcoa shares in Q4 2017, an estimated $48.1M.
  • Evercore Trust Company first reported a position in Alcoa in Q4 2016 and held it in 4 quarters.
  • Evercore Trust Company's Alcoa position peaked at $57.2M in Q1 2017.
  • 467 funds tracked by Wall St. Rank held Alcoa as of Q4 2017.

Based on Evercore Trust Company's 13F filing for Q4 2017.