Polaris Wealth Advisory Group’s Alcoa AA Stock Holding History

Polaris Wealth Advisory Group’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	-11	Closed	–	–	144
2018 Q3	$0	Buy	+11	New	+$478	﹤0.01%	508

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

Polaris Wealth Advisory Group's AA Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Alcoa (AA) in Q4 2018, closing a stake of 11 shares.

Polaris Wealth Advisory Group first reported a position in AA in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 383 funds tracked by Wall St. Rank hold AA as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Alcoa position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 11 Alcoa shares in Q4 2018.
Polaris Wealth Advisory Group first reported a position in Alcoa in Q3 2018 and held it in 1 quarter.
Polaris Wealth Advisory Group's Alcoa position peaked at $0 in Q3 2018.
383 funds tracked by Wall St. Rank held Alcoa as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.