WealthTrust-Arizona’s Alcoa AA Stock Holding History

WealthTrust-Arizona’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	$6K	Hold	211	–	–	﹤0.01%	439
2018 Q3	$9K	Buy	211 +40	+23%	+$1.74K	﹤0.01%	413
2018 Q2	$8K	Buy	171 +30	+21%	+$1.51K	﹤0.01%	427
2018 Q1	$6K	Sell	141 -50	-26%	-$2.48K	﹤0.01%	466
2017 Q4	$10K	Hold	191	–	–	﹤0.01%	391
2017 Q3	$9K	Hold	191	–	–	﹤0.01%	406
2017 Q2	$6K	Hold	191	–	–	﹤0.01%	456
2017 Q1	$7K	Hold	191	–	–	﹤0.01%	431
2016 Q4	$5K	Buy	+191	New	+$5.19K	﹤0.01%	468
2016 Q3	–	Sell	-714	Closed	-$16K	–	608
2016 Q2	$16K	Buy	714 +2	+0.3%	+$47	0.01%	269
2016 Q1	$16K	Sell	712 -125	-15%	-$2.54K	0.01%	270
2015 Q4	$20K	Buy	837 +83	+11%	+$1.85K	0.01%	252
2015 Q3	$17K	Sell	754 -164	-18%	-$3.84K	0.01%	285
2015 Q2	$25K	Buy	918 +84	+10%	+$2.6K	0.02%	239
2015 Q1	$26K	Buy	834 +665	+393%	+$23.9K	0.02%	230
2014 Q4	$6K	Sell	169 -79	-32%	-$3.06K	0.01%	458
2014 Q3	$10K	Hold	248	–	–	0.01%	408
2014 Q2	$9K	Sell	248 -250	-50%	-$8.2K	0.01%	414
2014 Q1	$15K	Sell	498 -3	-0.6%	-$83	0.02%	349
2013 Q4	$13K	Hold	501	–	–	0.02%	352
2013 Q3	$10K	Hold	501	–	–	0.01%	357
2013 Q2	$9K	Buy	+501	New	+$10K	0.01%	350

Other funds holding AA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

WealthTrust-Arizona's AA Position: Q4 2018 in Review

WealthTrust-Arizona held its Alcoa (AA) position steady in Q4 2018 at 211 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

WealthTrust-Arizona first reported a position in AA in Q2 2013 and has held it in 22 quarters since. The position peaked at $26K in Q1 2015. 384 funds tracked by Wall St. Rank hold AA as of Q4 2018.

WealthTrust-Arizona held 211 shares of Alcoa worth $6K as of Q4 2018.
WealthTrust-Arizona left its Alcoa share count unchanged in Q4 2018.
Alcoa made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #439 holding.
WealthTrust-Arizona first reported a position in Alcoa in Q2 2013 and has held it in 22 quarters since.
WealthTrust-Arizona's Alcoa position peaked at $26K in Q1 2015.
384 funds tracked by Wall St. Rank held Alcoa as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.