Old Mutual Customised Solutions’s Alcoa AA Stock Holding History

Old Mutual Customised Solutions’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 Q2	$292K	Hold	6,222	–	–	0.03%	502
2018 Q1	$280K	Hold	6,222	–	–	0.03%	498
2017 Q4	$335K	Hold	6,222	–	–	0.03%	465
2017 Q3	$290K	Hold	6,222	–	–	0.04%	457
2017 Q2	$203K	Hold	6,222	–	–	0.03%	525
2017 Q1	$214K	Buy	6,222 +4,500	+261%	+$157K	0.03%	512
2016 Q4	$48K	Buy	+1,722	New	+$46.8K	0.01%	770
2016 Q3	–	Sell	-7,491	Closed	-$167K	–	707
2016 Q2	$167K	Hold	7,491	–	–	0.04%	483
2016 Q1	$172K	Hold	7,491	–	–	0.04%	462
2015 Q4	$178K	Hold	7,491	–	–	0.05%	436
2015 Q3	$174K	Hold	7,491	–	–	0.05%	443
2015 Q2	$201K	Hold	7,491	–	–	0.05%	455
2015 Q1	$233K	Sell	7,491 -7,241	-49%	-$260K	0.06%	411
2014 Q4	$559K	Sell	14,732 -333	-2%	-$12.9K	0.16%	155
2014 Q3	$582K	Sell	15,065 -1,290	-8%	-$50.6K	0.16%	132
2014 Q2	$585K	Hold	16,355	–	–	0.14%	155
2014 Q1	$506K	Hold	16,355	–	–	0.13%	177
2013 Q4	$418K	Hold	16,355	–	–	0.11%	209
2013 Q3	$319K	Hold	16,355	–	–	0.09%	259
2013 Q2	$307K	Buy	+16,355	New	+$327K	0.09%	234

Other funds holding AA

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Old Mutual Customised Solutions's AA Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Alcoa (AA) position steady in Q2 2018 at 6,222 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #502.

Old Mutual Customised Solutions first reported a position in AA in Q2 2013 and has held it in 20 quarters since. The position peaked at $585K in Q2 2014. 457 funds tracked by Wall St. Rank hold AA as of Q2 2018.

Old Mutual Customised Solutions held 6,222 shares of Alcoa worth $292K as of Q2 2018.
Old Mutual Customised Solutions left its Alcoa share count unchanged in Q2 2018.
Alcoa made up 0.03% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #502 holding.
Old Mutual Customised Solutions first reported a position in Alcoa in Q2 2013 and has held it in 20 quarters since.
Old Mutual Customised Solutions's Alcoa position peaked at $585K in Q2 2014.
457 funds tracked by Wall St. Rank held Alcoa as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.