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LBA Wealth Management’s Alcoa AA Stock Holding History

LBA Wealth Management’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
2017
Q1 		$3K Hold
80
– – ﹤0.01% 383
2016
Q4 		$2K Buy
+80
New +$2.17K ﹤0.01% 398
2016
Q3 		– Sell
-303
Closed -$7K – 445
2016
Q2 		$7K Hold
303
– – ﹤0.01% 324
2016
Q1 		$7K Buy
+303
New +$6.17K ﹤0.01% 321

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LBA Wealth Management's AA Position: Q1 2017 in Review

LBA Wealth Management held its Alcoa (AA) position steady in Q1 2017 at 80 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

LBA Wealth Management first reported a position in AA in Q1 2016 and has held it in 4 quarters since. The position peaked at $7K in Q2 2016. 410 funds tracked by Wall St. Rank hold AA as of Q1 2017.

  • LBA Wealth Management held 80 shares of Alcoa worth $3K as of Q1 2017.
  • LBA Wealth Management left its Alcoa share count unchanged in Q1 2017.
  • Alcoa made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #383 holding.
  • LBA Wealth Management first reported a position in Alcoa in Q1 2016 and has held it in 4 quarters since.
  • LBA Wealth Management's Alcoa position peaked at $7K in Q2 2016.
  • 410 funds tracked by Wall St. Rank held Alcoa as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.