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Vontobel Swiss Wealth Advisors’s Alcoa AA Stock Holding History

Vontobel Swiss Wealth 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
2015
Q3 		– Sell
-4,161
Closed -$100K – 49
2015
Q2 		$100K Hold
4,161
– – 0.07% 39
2015
Q1 		$129K Buy
+4,161
New +$149K 0.09% 42

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's AA Position: Q3 2015 in Review

Vontobel Swiss Wealth Advisors sold out of Alcoa (AA) in Q3 2015, closing a stake of 4,161 shares — an estimated $100K sold.

Vontobel Swiss Wealth Advisors first reported a position in AA in Q1 2015 and held it in 2 quarters. The position peaked at $129K in Q1 2015. 595 funds tracked by Wall St. Rank hold AA as of Q3 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining Alcoa position as of Q3 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 4,161 Alcoa shares in Q3 2015, an estimated $100K.
  • Vontobel Swiss Wealth Advisors first reported a position in Alcoa in Q1 2015 and held it in 2 quarters.
  • Vontobel Swiss Wealth Advisors's Alcoa position peaked at $129K in Q1 2015.
  • 595 funds tracked by Wall St. Rank held Alcoa as of Q3 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2015, filed 2 Nov 2015.