SevenBridge Financial Group’s Alcoa AA Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-98	Closed	-$2K	–	143
2019 Q2	$2K	Buy	98 +32	+48%	+$797	﹤0.01%	578
2019 Q1	$2K	Hold	66	–	–	﹤0.01%	548
2018 Q4	$2K	Hold	66	–	–	﹤0.01%	506
2018 Q3	$3K	Hold	66	–	–	﹤0.01%	518
2018 Q2	$3K	Hold	66	–	–	﹤0.01%	525
2018 Q1	$3K	Hold	66	–	–	﹤0.01%	532
2017 Q4	$4K	Hold	66	–	–	﹤0.01%	525
2017 Q3	$3K	Hold	66	–	–	﹤0.01%	547
2017 Q2	$2K	Hold	66	–	–	﹤0.01%	584
2017 Q1	$2K	Sell	66 -134	-67%	-$4.69K	﹤0.01%	579
2016 Q4	$5K	Buy	200 +117	+141%	+$3.18K	﹤0.01%	500
2016 Q3	$5K	Sell	83 -543	-87%	-$13.2K	﹤0.01%	494
2016 Q2	$14K	Buy	+626	New	+$14.6K	0.01%	460

Other funds holding AA

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

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

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SevenBridge Financial Group's AA Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Alcoa (AA) in Q3 2019, closing a stake of 98 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in AA in Q2 2016 and held it in 13 quarters. The position peaked at $14K in Q2 2016. 321 funds tracked by Wall St. Rank hold AA as of Q3 2019.

SevenBridge Financial Group reported no remaining Alcoa position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 98 Alcoa shares in Q3 2019, an estimated $2K.
SevenBridge Financial Group first reported a position in Alcoa in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Alcoa position peaked at $14K in Q2 2016.
321 funds tracked by Wall St. Rank held Alcoa as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.