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Legacy Financial Advisors’s Alcoa AA Stock Holding History

Legacy Financial Advisors’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
Q1 		– Sell
-100
Closed -$3K – 1050
2018
Q4 		$3K Hold
100
– – ﹤0.01% 791
2018
Q3 		$4K Buy
+100
New +$4.35K ﹤0.01% 715
2018
Q2 		– Sell
-94
Closed -$5K – 921
2018
Q1 		$5K Sell
94
-174
-65% -$8.62K ﹤0.01% 619
2017
Q4 		$14K Buy
+268
New +$12.3K 0.01% 417

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 $5.72T AUM 30.48% 1-Year Est. Return
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Legacy Financial Advisors's AA Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Alcoa (AA) in Q1 2019, closing a stake of 100 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in AA in Q4 2017 and held it in 4 quarters. The position peaked at $14K in Q4 2017. 379 funds tracked by Wall St. Rank hold AA as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Alcoa position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 100 Alcoa shares in Q1 2019, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Alcoa in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Alcoa position peaked at $14K in Q4 2017.
  • 379 funds tracked by Wall St. Rank held Alcoa as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.