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Fiduciary Trust’s Alcoa AA Stock Holding History

Fiduciary Trust’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
2016
Q4 		– Sell
-5,643
Closed -$137K – 440
2016
Q3 		$137K Sell
5,643
-392
-6% -$9.56K ﹤0.01% 434
2016
Q2 		$134K Sell
6,035
-114
-2% -$2.67K ﹤0.01% 420
2016
Q1 		$142K Buy
6,149
+113
+2% +$2.3K 0.01% 420
2015
Q4 		$144K Hold
6,036
– – 0.01% 376
2015
Q3 		$140K Buy
6,036
+6
+0.1% +$140 0.01% 361
2015
Q2 		$162K Hold
6,030
– – 0.01% 350
2015
Q1 		$187K Hold
6,030
– – 0.01% 342
2014
Q4 		$229K Hold
6,030
– – 0.01% 321
2014
Q3 		$233K Hold
6,030
– – 0.01% 303
2014
Q2 		$216K Sell
6,030
-166
-3% -$5.44K 0.01% 316
2014
Q1 		$192K Buy
6,196
+212
+4% +$5.89K 0.01% 309
2013
Q4 		$153K Buy
5,984
+824
+16% +$18.3K 0.01% 306
2013
Q3 		$101K Hold
5,160
– – ﹤0.01% 306
2013
Q2 		$97K Buy
+5,160
New +$103K ﹤0.01% 300

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
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fiduciary Trust's AA Position: Q4 2016 in Review

Fiduciary Trust sold out of Alcoa (AA) in Q4 2016, closing a stake of 5,643 shares — an estimated $137K sold.

Fiduciary Trust first reported a position in AA in Q2 2013 and held it in 14 quarters. The position peaked at $233K in Q3 2014. 384 funds tracked by Wall St. Rank hold AA as of Q4 2016.

  • Fiduciary Trust reported no remaining Alcoa position as of Q4 2016 after selling out during the quarter.
  • Fiduciary Trust sold 5,643 Alcoa shares in Q4 2016, an estimated $137K.
  • Fiduciary Trust first reported a position in Alcoa in Q2 2013 and held it in 14 quarters.
  • Fiduciary Trust's Alcoa position peaked at $233K in Q3 2014.
  • 384 funds tracked by Wall St. Rank held Alcoa as of Q4 2016.

Based on Fiduciary Trust's 13F filing for Q4 2016, filed 14 Feb 2017.