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WFG Advisors’s Alcoa AA Stock Holding History

WFG Advisors’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 		$79K Buy
2,425
+166
+7% +$5.39K 0.02% 583
2017
Q1 		$78K Sell
2,259
-166
-7% -$5.81K 0.02% 549
2016
Q4 		$68K Buy
+2,425
New +$65.8K 0.02% 643
2016
Q3 		– Sell
-10,167
Closed -$226K – 1558
2016
Q2 		$226K Buy
10,167
+125
+1% +$2.92K 0.06% 301
2016
Q1 		$231K Sell
10,042
-303
-3% -$6.17K 0.07% 269
2015
Q4 		$245K Sell
10,345
-104
-1% -$2.32K 0.07% 254
2015
Q3 		$243K Hold
10,449
– – 0.08% 252
2015
Q2 		$280K Buy
10,449
+318
+3% +$9.86K 0.08% 256
2015
Q1 		$315K Sell
10,131
-238
-2% -$8.55K 0.09% 246
2014
Q4 		$393K Buy
10,369
+733
+8% +$28.4K 0.08% 276
2014
Q3 		$373K Buy
9,636
+598
+7% +$23.4K 0.07% 316
2014
Q2 		$323K Sell
9,038
-457
-5% -$15K 0.06% 348
2014
Q1 		$294K Sell
9,495
-1,148
-11% -$31.9K 0.06% 354
2013
Q4 		$272K Sell
10,643
-546
-5% -$12.1K 0.04% 441
2013
Q3 		$218K Sell
11,189
-490
-4% -$9.48K 0.03% 460
2013
Q2 		$219K Buy
+11,679
New +$234K 0.04% 437

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B 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 $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's AA Position: Q2 2017 in Review

WFG Advisors increased its Alcoa (AA) stake by 7.3% in Q2 2017, buying an estimated $5.39K and bringing the position to 2,425 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #583.

WFG Advisors first reported a position in AA in Q2 2013 and has held it in 16 quarters since. The position peaked at $393K in Q4 2014. 390 funds tracked by Wall St. Rank hold AA as of Q2 2017.

  • WFG Advisors held 2,425 shares of Alcoa worth $79K as of Q2 2017.
  • WFG Advisors bought 166 Alcoa shares in Q2 2017, an estimated $5.39K.
  • Alcoa made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #583 holding.
  • WFG Advisors first reported a position in Alcoa in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's Alcoa position peaked at $393K in Q4 2014.
  • 390 funds tracked by Wall St. Rank held Alcoa as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.