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
2016 Q1	–	Sell	-832	Closed	-$6K	–	1519
2015 Q4	$6K	Hold	832	–	–	﹤0.01%	1174
2015 Q3	$6K	Hold	832	–	–	﹤0.01%	1209
2015 Q2	$8K	Hold	832	–	–	﹤0.01%	1234
2015 Q1	$12K	Sell	832 -833	-50%	-$29.9K	﹤0.01%	1138
2014 Q4	$36K	Hold	1,665	–	–	0.01%	1000
2014 Q3	$37K	Hold	1,665	–	–	0.01%	1023
2014 Q2	$32K	Hold	1,665	–	–	0.01%	1075
2014 Q1	$24K	Buy	+1,665	New	+$46.3K	﹤0.01%	1187

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 $77.1B AUM 42.89% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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.