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Wealthcare Advisory Partners’s Alcoa AA Stock Holding History

Wealthcare Advisory Partners’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
-2
Closed – – 1192
2018
Q3 		$0 Hold
2
– – ﹤0.01% 1219
2018
Q2 		$0 Sell
2
-2
-50% -$101 ﹤0.01% 1218
2018
Q1 		$0 Hold
4
– – ﹤0.01% 1062
2017
Q4 		$0 Hold
4
– – ﹤0.01% 1064
2017
Q3 		$0 Buy
+4
New +$160 ﹤0.01% 873

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wealthcare Advisory Partners's AA Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of Alcoa (AA) in Q4 2018, closing a stake of 2 shares.

Wealthcare Advisory Partners first reported a position in AA in Q3 2017 and held it in 5 quarters. The position peaked at $0 in Q3 2018. 383 funds tracked by Wall St. Rank hold AA as of Q4 2018.

  • Wealthcare Advisory Partners reported no remaining Alcoa position as of Q4 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2 Alcoa shares in Q4 2018.
  • Wealthcare Advisory Partners first reported a position in Alcoa in Q3 2017 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Alcoa position peaked at $0 in Q3 2018.
  • 383 funds tracked by Wall St. Rank held Alcoa as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.