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Hefty Wealth Partners’s Alcoa AA Stock Holding History

Hefty Wealth Partners’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
Q1 		$4K Hold
88
– – ﹤0.01% 212
2017
Q4 		$5K Hold
88
– – ﹤0.01% 209
2017
Q3 		$4K Hold
88
– – ﹤0.01% 209
2017
Q2 		$2K Hold
88
– – ﹤0.01% 218
2017
Q1 		$3K Hold
88
– – ﹤0.01% 211
2016
Q4 		$2K Sell
88
-245
-74% -$6.65K ﹤0.01% 217
2016
Q3 		$8K Buy
+333
New +$8.12K 0.01% 181

Other funds holding AA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Hefty Wealth Partners's AA Position: Q1 2018 in Review

Hefty Wealth Partners held its Alcoa (AA) position steady in Q1 2018 at 88 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Hefty Wealth Partners first reported a position in AA in Q3 2016 and has held it in 7 quarters since. The position peaked at $8K in Q3 2016. 458 funds tracked by Wall St. Rank hold AA as of Q1 2018.

  • Hefty Wealth Partners held 88 shares of Alcoa worth $4K as of Q1 2018.
  • Hefty Wealth Partners left its Alcoa share count unchanged in Q1 2018.
  • Alcoa made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #212 holding.
  • Hefty Wealth Partners first reported a position in Alcoa in Q3 2016 and has held it in 7 quarters since.
  • Hefty Wealth Partners's Alcoa position peaked at $8K in Q3 2016.
  • 458 funds tracked by Wall St. Rank held Alcoa as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.