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Independence Trust’s Howmet Aerospace HWM Stock Holding History

Independence Trust’s Portfolio HWM Stock Details HWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$327K Sell
15,648
-261
-2% -$5.08K 0.36% 47
2017
Q3 		$303K Hold
15,909
– – 0.35% 50
2017
Q2 		$276K Sell
15,909
-391
-2% -$7.97K 0.33% 55
2017
Q1 		$329K Hold
16,300
– – 0.42% 45
2016
Q4 		$232K Buy
+16,300
New +$245K 0.32% 69

Other funds holding HWM

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independence Trust's HWM Position: Q4 2017 in Review

Independence Trust reduced its Howmet Aerospace (HWM) stake by 1.6% in Q4 2017, selling an estimated $5.08K and leaving 15,648 shares worth $327K. The position accounts for 0.36% of the portfolio, ranked #47.

Independence Trust first reported a position in HWM in Q4 2016 and has held it in 5 quarters since. The position peaked at $329K in Q1 2017. 541 funds tracked by Wall St. Rank hold HWM as of Q4 2017.

  • Independence Trust held 15,648 shares of Howmet Aerospace worth $327K as of Q4 2017.
  • Independence Trust sold 261 Howmet Aerospace shares in Q4 2017, an estimated $5.08K.
  • Howmet Aerospace made up 0.36% of Independence Trust's portfolio in Q4 2017, its #47 holding.
  • Independence Trust first reported a position in Howmet Aerospace in Q4 2016 and has held it in 5 quarters since.
  • Independence Trust's Howmet Aerospace position peaked at $329K in Q1 2017.
  • 541 funds tracked by Wall St. Rank held Howmet Aerospace as of Q4 2017.

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