WealthPLAN Partners’s Alcoa AA Stock Holding History

WealthPLAN 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
2017 Q2	–	Sell	-166	Closed	-$5.62K	–	180
2017 Q1	$5.62K	Buy	+166	New	+$5.81K	0.02%	333
2016 Q3	$18.4K	Buy	749 +624	+499%	+$15.2K	0.01%	500
2016 Q2	$2.78K	Buy	+125	New	+$2.92K	﹤0.01%	2166
2015 Q4	$2.96K	Buy	+125	New	+$2.79K	﹤0.01%	1445

Other funds holding AA

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FPA

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

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

WealthPLAN Partners's AA Position: Q2 2017 in Review

WealthPLAN Partners sold out of Alcoa (AA) in Q2 2017, closing a stake of 166 shares — an estimated $5.62K sold.

WealthPLAN Partners first reported a position in AA in Q4 2015 and held it in 4 quarters. The position peaked at $18.4K in Q3 2016. 391 funds tracked by Wall St. Rank hold AA as of Q2 2017.

WealthPLAN Partners reported no remaining Alcoa position as of Q2 2017 after selling out during the quarter.
WealthPLAN Partners sold 166 Alcoa shares in Q2 2017, an estimated $5.62K.
WealthPLAN Partners first reported a position in Alcoa in Q4 2015 and held it in 4 quarters.
WealthPLAN Partners's Alcoa position peaked at $18.4K in Q3 2016.
391 funds tracked by Wall St. Rank held Alcoa as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.