Nelson Capital Management’s Alcoa AA Stock Holding History

Nelson Capital Management’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
2018 Q4	–	Sell	-148	Closed	-$6K	–	287
2018 Q3	$6K	Hold	148	–	–	﹤0.01%	222
2018 Q2	$7K	Buy	+148	New	+$7.44K	﹤0.01%	207
2015 Q3	–	Sell	-618	Closed	-$17K	–	253
2015 Q2	$17K	Buy	+618	New	+$19.2K	0.01%	188
2015 Q1	–	Sell	-618	Closed	-$23K	–	264
2014 Q4	$23K	Hold	618	–	–	0.01%	172
2014 Q3	$24K	Hold	618	–	–	0.01%	168
2014 Q2	$22K	Buy	+618	New	+$20.3K	0.01%	183

Other funds holding AA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Nelson Capital Management's AA Position: Q4 2018 in Review

Nelson Capital Management sold out of Alcoa (AA) in Q4 2018, closing a stake of 148 shares — an estimated $6K sold.

Nelson Capital Management first reported a position in AA in Q2 2014 and held it in 6 quarters. The position peaked at $24K in Q3 2014. 383 funds tracked by Wall St. Rank hold AA as of Q4 2018.

Nelson Capital Management reported no remaining Alcoa position as of Q4 2018 after selling out during the quarter.
Nelson Capital Management sold 148 Alcoa shares in Q4 2018, an estimated $6K.
Nelson Capital Management first reported a position in Alcoa in Q2 2014 and held it in 6 quarters.
Nelson Capital Management's Alcoa position peaked at $24K in Q3 2014.
383 funds tracked by Wall St. Rank held Alcoa as of Q4 2018.

Based on Nelson Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.