MPS Loria Financial Planners’s Alcoa AA Stock Holding History

MPS Loria Financial Planners’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 Q3	–	Sell	-427	Closed	-$16K	–	70
2017 Q2	$16K	Buy	+427	New	+$13.9K	0.01%	248

Other funds holding AA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MPS Loria Financial Planners's AA Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Alcoa (AA) in Q3 2017, closing a stake of 427 shares — an estimated $16K sold.

MPS Loria Financial Planners first reported a position in AA in Q2 2017 and held it in 1 quarter. The position peaked at $16K in Q2 2017. 411 funds tracked by Wall St. Rank hold AA as of Q3 2017.

MPS Loria Financial Planners reported no remaining Alcoa position as of Q3 2017 after selling out during the quarter.
MPS Loria Financial Planners sold 427 Alcoa shares in Q3 2017, an estimated $16K.
MPS Loria Financial Planners first reported a position in Alcoa in Q2 2017 and held it in 1 quarter.
MPS Loria Financial Planners's Alcoa position peaked at $16K in Q2 2017.
411 funds tracked by Wall St. Rank held Alcoa as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.