JIR
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James Investment Research’s Alcoa AA Stock Holding History

James Investment Research’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
Q2 		– Sell
-24,895
Closed -$701K – 664
2019
Q1 		$701K Sell
24,895
-14,325
-37% -$410K 0.05% 313
2018
Q4 		$1.04M Sell
39,220
-9,890
-20% -$333K 0.06% 335
2018
Q3 		$1.98M Buy
49,110
+11,590
+31% +$504K 0.08% 397
2018
Q2 		$1.76M Buy
37,520
+35,910
+2,230% +$1.81M 0.07% 424
2018
Q1 		$72K Hold
1,610
– – ﹤0.01% 627
2017
Q4 		$87K Buy
+1,610
New +$73.6K ﹤0.01% 601
2016
Q1 		– Sell
-208
Closed -$5K – 449
2015
Q4 		$5K Sell
208
-1,873
-90% -$41.8K ﹤0.01% 470
2015
Q3 		$48K Sell
2,081
-38,980
-95% -$912K ﹤0.01% 347
2015
Q2 		$1.1M Sell
41,061
-44,505
-52% -$1.38M 0.03% 225
2015
Q1 		$2.66M Buy
+85,566
New +$3.07M 0.06% 177

Other funds holding AA

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return