Gary Goldberg Planning Services’s Alcoa AA Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	–	Sell	-93	Closed	-$4K	–	448
2014 Q3	$4K	Buy	+93	New	+$3.65K	﹤0.01%	425

Other funds holding AA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

OHCM

Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gary Goldberg Planning Services's AA Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Alcoa (AA) in Q4 2014, closing a stake of 93 shares — an estimated $4K sold.

Gary Goldberg Planning Services first reported a position in AA in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 651 funds tracked by Wall St. Rank hold AA as of Q4 2014.

Gary Goldberg Planning Services reported no remaining Alcoa position as of Q4 2014 after selling out during the quarter.
Gary Goldberg Planning Services sold 93 Alcoa shares in Q4 2014, an estimated $4K.
Gary Goldberg Planning Services first reported a position in Alcoa in Q3 2014 and held it in 1 quarter.
Gary Goldberg Planning Services's Alcoa position peaked at $4K in Q3 2014.
651 funds tracked by Wall St. Rank held Alcoa as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.