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First Wilshire Securities Management’s Alcoa AA Stock Holding History

First Wilshire Securities 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
2013
Q4 		– Sell
-5,826
Closed -$114K – 125
2013
Q3 		$114K Buy
+5,826
New +$113K 0.02% 118

Other funds holding AA

BNP Paribas Financial Markets
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Wilshire Securities Management's AA Position: Q4 2013 in Review

First Wilshire Securities Management sold out of Alcoa (AA) in Q4 2013, closing a stake of 5,826 shares — an estimated $114K sold.

First Wilshire Securities Management first reported a position in AA in Q3 2013 and held it in 1 quarter. The position peaked at $114K in Q3 2013. 538 funds tracked by Wall St. Rank hold AA as of Q4 2013.

  • First Wilshire Securities Management reported no remaining Alcoa position as of Q4 2013 after selling out during the quarter.
  • First Wilshire Securities Management sold 5,826 Alcoa shares in Q4 2013, an estimated $114K.
  • First Wilshire Securities Management first reported a position in Alcoa in Q3 2013 and held it in 1 quarter.
  • First Wilshire Securities Management's Alcoa position peaked at $114K in Q3 2013.
  • 538 funds tracked by Wall St. Rank held Alcoa as of Q4 2013.

Based on First Wilshire Securities Management's 13F filing for Q4 2013, filed 14 Feb 2014.