EWM
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Evercore Wealth Management’s Alcoa AA Stock Holding History

Evercore 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
2017
Q2 		– Sell
-176
Closed -$6K – 964
2017
Q1 		$6K Hold
176
– – ﹤0.01% 865
2016
Q4 		$5K Buy
176
+16
+10% +$434 ﹤0.01% 879
2016
Q3 		$4K Hold
160
– – ﹤0.01% 948
2016
Q2 		$4K Hold
160
– – ﹤0.01% 936
2016
Q1 		$4K Sell
160
-93
-37% -$1.89K ﹤0.01% 867
2015
Q4 		$6K Buy
253
+153
+153% +$3.41K ﹤0.01% 893
2015
Q3 		$2K Hold
100
– – ﹤0.01% 921
2015
Q2 		$3K Sell
100
-67,457
-100% -$2.09M ﹤0.01% 1005
2015
Q1 		$2.1M Buy
67,557
+67,409
+45,547% +$2.42M 0.1% 134
2014
Q4 		$6K Hold
148
– – ﹤0.01% 779
2014
Q3 		$6K Buy
+148
New +$5.8K ﹤0.01% 854

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evercore Wealth Management's AA Position: Q2 2017 in Review

Evercore Wealth Management sold out of Alcoa (AA) in Q2 2017, closing a stake of 176 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in AA in Q3 2014 and held it in 11 quarters. The position peaked at $2.1M in Q1 2015. 391 funds tracked by Wall St. Rank hold AA as of Q2 2017.

  • Evercore Wealth Management reported no remaining Alcoa position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 176 Alcoa shares in Q2 2017, an estimated $6K.
  • Evercore Wealth Management first reported a position in Alcoa in Q3 2014 and held it in 11 quarters.
  • Evercore Wealth Management's Alcoa position peaked at $2.1M in Q1 2015.
  • 391 funds tracked by Wall St. Rank held Alcoa as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.