Financial Engines Advisors
AA icon

Financial Engines Advisors’s Alcoa AA Stock Holding History

Financial Engines Advisors’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
2018
Q4 		– Sell
-149
Closed -$6K – 103
2018
Q3 		$6K Buy
149
+4
+3% +$174 ﹤0.01% 107
2018
Q2 		$7K Buy
145
+2
+1% +$101 ﹤0.01% 101
2018
Q1 		$6K Buy
+143
New +$7.08K ﹤0.01% 107

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Financial Engines Advisors's AA Position: Q4 2018 in Review

Financial Engines Advisors sold out of Alcoa (AA) in Q4 2018, closing a stake of 149 shares — an estimated $6K sold.

Financial Engines Advisors first reported a position in AA in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q2 2018. 383 funds tracked by Wall St. Rank hold AA as of Q4 2018.

  • Financial Engines Advisors reported no remaining Alcoa position as of Q4 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 149 Alcoa shares in Q4 2018, an estimated $6K.
  • Financial Engines Advisors first reported a position in Alcoa in Q1 2018 and held it in 3 quarters.
  • Financial Engines Advisors's Alcoa position peaked at $7K in Q2 2018.
  • 383 funds tracked by Wall St. Rank held Alcoa as of Q4 2018.

Based on Financial Engines Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.