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Kavar Capital Partners Group’s Alcoa AA Stock Holding History

Kavar Capital Partners Group’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
Q1 		– Sell
-14,184
Closed -$538K – 104
2014
Q4 		$538K Sell
14,184
-1,249
-8% -$48.4K 0.42% 94
2014
Q3 		$597K Hold
15,433
– – 0.51% 84
2014
Q2 		$552K Hold
15,433
– – 0.47% 91
2014
Q1 		$477K Sell
15,433
-628
-4% -$17.5K 0.39% 97
2013
Q4 		$410K Buy
+16,061
New +$356K 0.37% 94

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Kavar Capital Partners Group's AA Position: Q1 2015 in Review

Kavar Capital Partners Group sold out of Alcoa (AA) in Q1 2015, closing a stake of 14,184 shares — an estimated $538K sold.

Kavar Capital Partners Group first reported a position in AA in Q4 2013 and held it in 5 quarters. The position peaked at $597K in Q3 2014. 630 funds tracked by Wall St. Rank hold AA as of Q1 2015.

  • Kavar Capital Partners Group reported no remaining Alcoa position as of Q1 2015 after selling out during the quarter.
  • Kavar Capital Partners Group sold 14,184 Alcoa shares in Q1 2015, an estimated $538K.
  • Kavar Capital Partners Group first reported a position in Alcoa in Q4 2013 and held it in 5 quarters.
  • Kavar Capital Partners Group's Alcoa position peaked at $597K in Q3 2014.
  • 630 funds tracked by Wall St. Rank held Alcoa as of Q1 2015.

Based on Kavar Capital Partners Group's 13F filing for Q1 2015, filed 30 Apr 2019.