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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $5.78B AUM 20.29% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return