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Lynch & Associates’s Alcoa AA Stock Holding History

Lynch & Associates’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
2016
Q4 		– Sell
-12,116
Closed -$295K – 103
2016
Q3 		$295K Sell
12,116
-125
-1% -$3.05K 0.13% 91
2016
Q2 		$273K Buy
12,241
+2,570
+27% +$60.1K 0.12% 92
2016
Q1 		$223K Sell
9,671
-464
-5% -$9.44K 0.11% 100
2015
Q4 		$240K Sell
10,135
-314
-3% -$7.01K 0.12% 97
2015
Q3 		$243K Hold
10,449
– – 0.13% 92
2015
Q2 		$280K Sell
10,449
-261
-2% -$8.09K 0.15% 90
2015
Q1 		$332K Buy
10,710
+625
+6% +$22.5K 0.17% 82
2014
Q4 		$383K Buy
10,085
+582
+6% +$22.6K 0.21% 77
2014
Q3 		$367K Hold
9,503
– – 0.21% 77
2014
Q2 		$340K Buy
9,503
+104
+1% +$3.41K 0.19% 77
2014
Q1 		$291K Buy
9,399
+604
+7% +$16.8K 0.17% 85
2013
Q4 		$225K Buy
8,795
+1,675
+24% +$37.1K 0.13% 88
2013
Q3 		$139K Sell
7,120
-632
-8% -$12.2K 0.09% 92
2013
Q2 		$146K Buy
+7,752
New +$155K 0.1% 93

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
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lynch & Associates's AA Position: Q4 2016 in Review

Lynch & Associates sold out of Alcoa (AA) in Q4 2016, closing a stake of 12,116 shares — an estimated $295K sold.

Lynch & Associates first reported a position in AA in Q2 2013 and held it in 14 quarters. The position peaked at $383K in Q4 2014. 385 funds tracked by Wall St. Rank hold AA as of Q4 2016.

  • Lynch & Associates reported no remaining Alcoa position as of Q4 2016 after selling out during the quarter.
  • Lynch & Associates sold 12,116 Alcoa shares in Q4 2016, an estimated $295K.
  • Lynch & Associates first reported a position in Alcoa in Q2 2013 and held it in 14 quarters.
  • Lynch & Associates's Alcoa position peaked at $383K in Q4 2014.
  • 385 funds tracked by Wall St. Rank held Alcoa as of Q4 2016.

Based on Lynch & Associates's 13F filing for Q4 2016, filed 9 Jan 2017.