Transform Wealth’s Howmet Aerospace HWM Stock Holding History

Transform Wealth’s Portfolio HWM Stock Details HWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-17,026	Closed	-$344K	–	76
2017 Q1	$344K	Hold	17,026	–	–	0.13%	171
2016 Q4	$242K	Buy	+17,026	New	+$256K	0.1%	187

Other funds holding HWM

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

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

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

OAG

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

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

OHCM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Transform Wealth's HWM Position: Q2 2017 in Review

Transform Wealth sold out of Howmet Aerospace (HWM) in Q2 2017, closing a stake of 17,026 shares — an estimated $344K sold.

Transform Wealth first reported a position in HWM in Q4 2016 and held it in 2 quarters. The position peaked at $344K in Q1 2017. 500 funds tracked by Wall St. Rank hold HWM as of Q2 2017.

Transform Wealth reported no remaining Howmet Aerospace position as of Q2 2017 after selling out during the quarter.
Transform Wealth sold 17,026 Howmet Aerospace shares in Q2 2017, an estimated $344K.
Transform Wealth first reported a position in Howmet Aerospace in Q4 2016 and held it in 2 quarters.
Transform Wealth's Howmet Aerospace position peaked at $344K in Q1 2017.
500 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2017.

Based on Transform Wealth's 13F filing for Q2 2017, filed 2 Aug 2017.