Plante Moran Financial Advisors’s Alcoa AA Stock Holding History

Plante Moran Financial Advisors’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	–	Sell	-37	Closed	-$2K	–	802
2018 Q1	$2K	Hold	37	–	–	﹤0.01%	812
2017 Q4	$2K	Hold	37	–	–	﹤0.01%	777
2017 Q3	$2K	Sell	37 -122	-77%	-$4.88K	﹤0.01%	711
2017 Q2	$5K	Buy	159 +122	+330%	+$3.96K	﹤0.01%	656
2017 Q1	$1K	Sell	37 -138	-79%	-$4.83K	﹤0.01%	811
2016 Q4	$5K	Buy	+175	New	+$4.75K	﹤0.01%	700
2016 Q3	–	Sell	-141	Closed	-$3K	–	921
2016 Q2	$3K	Hold	141	–	–	﹤0.01%	701
2016 Q1	$3K	Buy	+141	New	+$2.87K	﹤0.01%	642
2015 Q4	–	Sell	-93	Closed	-$2K	–	946
2015 Q3	$2K	Sell	93 -117	-56%	-$2.74K	﹤0.01%	654
2015 Q2	$6K	Hold	210	–	–	﹤0.01%	588
2015 Q1	$7K	Buy	210 +21	+11%	+$754	﹤0.01%	559
2014 Q4	$7K	Hold	189	–	–	0.01%	597
2014 Q3	$7K	Hold	189	–	–	0.01%	605
2014 Q2	$7K	Buy	+189	New	+$6.2K	0.01%	604
2013 Q3	–	Sell	-899	Closed	-$17K	–	630
2013 Q2	$17K	Buy	+899	New	+$18K	0.01%	259

Other funds holding AA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Plante Moran Financial Advisors's AA Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of Alcoa (AA) in Q2 2018, closing a stake of 37 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in AA in Q2 2013 and held it in 15 quarters. The position peaked at $17K in Q2 2013. 457 funds tracked by Wall St. Rank hold AA as of Q2 2018.

Plante Moran Financial Advisors reported no remaining Alcoa position as of Q2 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 37 Alcoa shares in Q2 2018, an estimated $2K.
Plante Moran Financial Advisors first reported a position in Alcoa in Q2 2013 and held it in 15 quarters.
Plante Moran Financial Advisors's Alcoa position peaked at $17K in Q2 2013.
457 funds tracked by Wall St. Rank held Alcoa as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.