MWP
AA icon

MYCIO Wealth Partners’s Alcoa AA Stock Holding History

MYCIO Wealth Partners’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
-416
Closed -$10K – 216
2016
Q3 		$10K Sell
416
-2,081
-83% -$50.7K ﹤0.01% 565
2016
Q2 		$56K Hold
2,497
– – 0.01% 320
2016
Q1 		$57K Hold
2,497
– – 0.01% 299
2015
Q4 		$59K Buy
2,497
+2,081
+500% +$46.4K 0.01% 267
2015
Q3 		$10K Sell
416
-422
-50% -$9.88K ﹤0.01% 549
2015
Q2 		$22K Buy
838
+418
+100% +$13K ﹤0.01% 419
2015
Q1 		$13K Buy
420
+1
+0.2% +$36 ﹤0.01% 451
2014
Q4 		$16K Hold
419
– – ﹤0.01% 419
2014
Q3 		$16K Buy
419
+1
+0.2% +$39 ﹤0.01% 397
2014
Q2 		$15K Buy
418
+1
+0.2% +$33 ﹤0.01% 421
2014
Q1 		$13K Buy
417
+1
+0.2% +$28 ﹤0.01% 438
2013
Q4 		$11K Buy
+416
New +$9.22K ﹤0.01% 435

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 $7.14B AUM 21.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 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

MYCIO Wealth Partners's AA Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Alcoa (AA) in Q4 2016, closing a stake of 416 shares — an estimated $10K sold.

MYCIO Wealth Partners first reported a position in AA in Q4 2013 and held it in 12 quarters. The position peaked at $59K in Q4 2015. 384 funds tracked by Wall St. Rank hold AA as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Alcoa position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 416 Alcoa shares in Q4 2016, an estimated $10K.
  • MYCIO Wealth Partners first reported a position in Alcoa in Q4 2013 and held it in 12 quarters.
  • MYCIO Wealth Partners's Alcoa position peaked at $59K in Q4 2015.
  • 384 funds tracked by Wall St. Rank held Alcoa as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.