KT
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Kanaly Trust’s Alcoa AA Stock Holding History

Kanaly Trust’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
2016
Q4 		– Sell
-321
Closed -$8K – 916
2016
Q3 		$8K Hold
321
– – ﹤0.01% 564
2016
Q2 		$7K Hold
321
– – ﹤0.01% 582
2016
Q1 		$7K Hold
321
– – ﹤0.01% 591
2015
Q4 		$8K Sell
321
-52
-14% -$1.16K ﹤0.01% 594
2015
Q3 		$9K Buy
+373
New +$8.73K ﹤0.01% 551

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 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

Kanaly Trust's AA Position: Q4 2016 in Review

Kanaly Trust sold out of Alcoa (AA) in Q4 2016, closing a stake of 321 shares — an estimated $8K sold.

Kanaly Trust first reported a position in AA in Q3 2015 and held it in 5 quarters. The position peaked at $9K in Q3 2015. 384 funds tracked by Wall St. Rank hold AA as of Q4 2016.

  • Kanaly Trust reported no remaining Alcoa position as of Q4 2016 after selling out during the quarter.
  • Kanaly Trust sold 321 Alcoa shares in Q4 2016, an estimated $8K.
  • Kanaly Trust first reported a position in Alcoa in Q3 2015 and held it in 5 quarters.
  • Kanaly Trust's Alcoa position peaked at $9K in Q3 2015.
  • 384 funds tracked by Wall St. Rank held Alcoa as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.