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Wealthfront’s Alcoa AA Stock Holding History

Wealthfront’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
2016
Q4 		– Sell
-9,353
Closed -$228K – 384
2016
Q3 		$228K Buy
9,353
+613
+7% +$14.9K 0.01% 344
2016
Q2 		$195K Buy
8,740
+292
+3% +$6.83K 0.01% 344
2016
Q1 		$194K Sell
8,448
-2,604
-24% -$53K 0.01% 325
2015
Q4 		$262K Buy
11,052
+4,162
+60% +$92.9K 0.01% 245
2015
Q3 		$160K Buy
6,890
+4,796
+229% +$112K 0.01% 315
2015
Q2 		$56K Buy
2,094
+139
+7% +$4.31K ﹤0.01% 495
2015
Q1 		$61K Sell
1,955
-6,024
-75% -$216K ﹤0.01% 463
2014
Q4 		$303K Buy
7,979
+4,094
+105% +$159K 0.02% 121
2014
Q3 		$150K Buy
3,885
+1,681
+76% +$65.9K 0.01% 203
2014
Q2 		$79K Buy
2,204
+1,059
+92% +$34.7K 0.01% 271
2014
Q1 		$36K Buy
+1,145
New +$31.8K ﹤0.01% 332

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wealthfront's AA Position: Q4 2016 in Review

Wealthfront sold out of Alcoa (AA) in Q4 2016, closing a stake of 9,353 shares — an estimated $228K sold.

Wealthfront first reported a position in AA in Q1 2014 and held it in 11 quarters. The position peaked at $303K in Q4 2014. 384 funds tracked by Wall St. Rank hold AA as of Q4 2016.

  • Wealthfront reported no remaining Alcoa position as of Q4 2016 after selling out during the quarter.
  • Wealthfront sold 9,353 Alcoa shares in Q4 2016, an estimated $228K.
  • Wealthfront first reported a position in Alcoa in Q1 2014 and held it in 11 quarters.
  • Wealthfront's Alcoa position peaked at $303K in Q4 2014.
  • 384 funds tracked by Wall St. Rank held Alcoa as of Q4 2016.

Based on Wealthfront's 13F filing for Q4 2016, filed 13 Mar 2017.