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Kiwi Wealth Investments Limited Partnership’s Alcoa AA Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-15,558
Closed -$629K – 168
2018
Q3 		$629K Sell
15,558
-42,493
-73% -$1.85M 0.06% 172
2018
Q2 		$2.72M Sell
58,051
-1,981
-3% -$99.6K 0.26% 101
2018
Q1 		$2.7M Sell
60,032
-2,363
-4% -$117K 0.27% 100
2017
Q4 		$3.36M Buy
62,395
+5,386
+9% +$246K 0.37% 79
2017
Q3 		$2.66M Buy
+57,009
New +$2.28M 0.32% 77

Other funds holding AA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Kiwi Wealth Investments Limited Partnership's AA Position: Q4 2018 in Review

Kiwi Wealth Investments Limited Partnership sold out of Alcoa (AA) in Q4 2018, closing a stake of 15,558 shares — an estimated $629K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in AA in Q3 2017 and held it in 5 quarters. The position peaked at $3.36M in Q4 2017. 384 funds tracked by Wall St. Rank hold AA as of Q4 2018.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Alcoa position as of Q4 2018 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 15,558 Alcoa shares in Q4 2018, an estimated $629K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Alcoa in Q3 2017 and held it in 5 quarters.
  • Kiwi Wealth Investments Limited Partnership's Alcoa position peaked at $3.36M in Q4 2017.
  • 384 funds tracked by Wall St. Rank held Alcoa as of Q4 2018.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2018, filed 14 Feb 2019.