Summit Asset Management’s Alcoa AA Stock Holding History

Summit Asset 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
2014 Q4	–	Sell	-4,161	Closed	-$161K	–	88
2014 Q3	$161K	Buy	+4,161	New	+$163K	0.12%	83

Other funds holding AA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

OHCM

Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return

Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Asset Management's AA Position: Q4 2014 in Review

Summit Asset Management sold out of Alcoa (AA) in Q4 2014, closing a stake of 4,161 shares — an estimated $161K sold.

Summit Asset Management first reported a position in AA in Q3 2014 and held it in 1 quarter. The position peaked at $161K in Q3 2014. 651 funds tracked by Wall St. Rank hold AA as of Q4 2014.

Summit Asset Management reported no remaining Alcoa position as of Q4 2014 after selling out during the quarter.
Summit Asset Management sold 4,161 Alcoa shares in Q4 2014, an estimated $161K.
Summit Asset Management first reported a position in Alcoa in Q3 2014 and held it in 1 quarter.
Summit Asset Management's Alcoa position peaked at $161K in Q3 2014.
651 funds tracked by Wall St. Rank held Alcoa as of Q4 2014.

Based on Summit Asset Management's 13F filing for Q4 2014, filed 6 Feb 2015.