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J.P. Marvel Investment Advisors’s Alcoa AA Stock Holding History

J.P. Marvel Investment Advisors’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
2015
Q2 		$1.09M Sell
40,699
-1,361
-3% -$42.2K 0.37% 56
2015
Q1 		$1.31M Sell
42,060
-15,884
-27% -$571K 0.44% 54
2014
Q4 		$2.2M Buy
+57,944
New +$2.25M 0.76% 47

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J.P. Marvel Investment Advisors's AA Position: Q2 2015 in Review

J.P. Marvel Investment Advisors reduced its Alcoa (AA) stake by 3.2% in Q2 2015, selling an estimated $42.2K and leaving 40,699 shares worth $1.09M. The position accounts for 0.37% of the portfolio, ranked #56.

J.P. Marvel Investment Advisors first reported a position in AA in Q4 2014 and has held it in 3 quarters since. The position peaked at $2.2M in Q4 2014. 616 funds tracked by Wall St. Rank hold AA as of Q2 2015.

  • J.P. Marvel Investment Advisors held 40,699 shares of Alcoa worth $1.09M as of Q2 2015.
  • J.P. Marvel Investment Advisors sold 1,361 Alcoa shares in Q2 2015, an estimated $42.2K.
  • Alcoa made up 0.37% of J.P. Marvel Investment Advisors's portfolio in Q2 2015, its #56 holding.
  • J.P. Marvel Investment Advisors first reported a position in Alcoa in Q4 2014 and has held it in 3 quarters since.
  • J.P. Marvel Investment Advisors's Alcoa position peaked at $2.2M in Q4 2014.
  • 616 funds tracked by Wall St. Rank held Alcoa as of Q2 2015.

Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.