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Institutional & Family Asset Management’s Alcoa AA Stock Holding History

Institutional & Family Asset 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
2018
Q2 		– Sell
-100
Closed -$4K – 840
2018
Q1 		$4K Buy
+100
New +$4.95K ﹤0.01% 614

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institutional & Family Asset Management's AA Position: Q2 2018 in Review

Institutional & Family Asset Management sold out of Alcoa (AA) in Q2 2018, closing a stake of 100 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in AA in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 457 funds tracked by Wall St. Rank hold AA as of Q2 2018.

  • Institutional & Family Asset Management reported no remaining Alcoa position as of Q2 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 100 Alcoa shares in Q2 2018, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in Alcoa in Q1 2018 and held it in 1 quarter.
  • Institutional & Family Asset Management's Alcoa position peaked at $4K in Q1 2018.
  • 457 funds tracked by Wall St. Rank held Alcoa as of Q2 2018.

Based on Institutional & Family Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.