Independence Trust’s Alcoa AA Stock Holding History

Independence 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
2017 Q4	$224K	Buy	+4,165	New	+$190K	0.25%	67

Other funds holding AA

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Independence Trust's AA Position: Q4 2017 in Review

Independence Trust opened a new position in Alcoa (AA) in Q4 2017: 4,165 shares worth $224K. The stake represents 0.25% of the portfolio and ranks #67 among its holdings.

467 funds tracked by Wall St. Rank hold AA as of Q4 2017.

Independence Trust held 4,165 shares of Alcoa worth $224K as of Q4 2017.
Alcoa was a new Independence Trust position in Q4 2017.
Alcoa made up 0.25% of Independence Trust's portfolio in Q4 2017, its #67 holding.
467 funds tracked by Wall St. Rank held Alcoa as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.