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Lourd Capital’s Alcoa AA Stock Holding History

Lourd Capital’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
2013
Q3 		– Sell
-4,161
Closed -$78K – 104
2013
Q2 		$78K Buy
+4,161
New +$83.3K 0.01% 103

Other funds holding AA

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

Lourd Capital's AA Position: Q3 2013 in Review

Lourd Capital sold out of Alcoa (AA) in Q3 2013, closing a stake of 4,161 shares — an estimated $78K sold.

Lourd Capital first reported a position in AA in Q2 2013 and held it in 1 quarter. The position peaked at $78K in Q2 2013. 496 funds tracked by Wall St. Rank hold AA as of Q3 2013.

  • Lourd Capital reported no remaining Alcoa position as of Q3 2013 after selling out during the quarter.
  • Lourd Capital sold 4,161 Alcoa shares in Q3 2013, an estimated $78K.
  • Lourd Capital first reported a position in Alcoa in Q2 2013 and held it in 1 quarter.
  • Lourd Capital's Alcoa position peaked at $78K in Q2 2013.
  • 496 funds tracked by Wall St. Rank held Alcoa as of Q3 2013.

Based on Lourd Capital's 13F filing for Q3 2013, filed 12 Nov 2013.