Institute for Wealth Management’s Alcoa AA Stock Holding History

Institute for Wealth 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
2019 Q3	–	Sell	-9,088	Closed	-$213K	–	420
2019 Q2	$213K	Sell	9,088 -2,133	-19%	-$53.1K	0.05%	420
2019 Q1	$316K	Buy	11,221 +1,117	+11%	+$31.9K	0.07%	324
2018 Q4	$269K	Sell	10,104 -299	-3%	-$10.1K	0.11%	210
2018 Q3	$419K	Sell	10,403 -22	-0.2%	-$956	0.14%	174
2018 Q2	$497K	Sell	10,425 -112	-1%	-$5.63K	0.16%	166
2018 Q1	$532K	Buy	+10,537	New	+$522K	0.16%	187
2017 Q4	–	Sell	-30,105	Closed	-$1.4M	–	392
2017 Q3	$1.4M	Buy	+30,105	New	+$1.2M	0.46%	69

Other funds holding AA

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Institute for Wealth Management's AA Position: Q3 2019 in Review

Institute for Wealth Management sold out of Alcoa (AA) in Q3 2019, closing a stake of 9,088 shares — an estimated $213K sold.

Institute for Wealth Management first reported a position in AA in Q3 2017 and held it in 7 quarters. The position peaked at $1.4M in Q3 2017. 320 funds tracked by Wall St. Rank hold AA as of Q3 2019.

Institute for Wealth Management reported no remaining Alcoa position as of Q3 2019 after selling out during the quarter.
Institute for Wealth Management sold 9,088 Alcoa shares in Q3 2019, an estimated $213K.
Institute for Wealth Management first reported a position in Alcoa in Q3 2017 and held it in 7 quarters.
Institute for Wealth Management's Alcoa position peaked at $1.4M in Q3 2017.
320 funds tracked by Wall St. Rank held Alcoa as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.