Whitener Capital Management’s Alcoa AA Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-377	Closed	-$7K	–	139
2019 Q3	$7K	Hold	377	–	–	﹤0.01%	378
2019 Q2	$8K	Sell	377 -111	-23%	-$2.77K	﹤0.01%	361
2019 Q1	$13K	Sell	488 -106	-18%	-$3.03K	0.01%	308
2018 Q4	$15K	Hold	594	–	–	0.01%	279
2018 Q3	$23K	Buy	+594	New	+$25.8K	0.02%	265
2018 Q2	–	Sell	-805	Closed	-$36K	–	124
2018 Q1	$36K	Buy	805 +111	+16%	+$5.5K	0.03%	227
2017 Q4	$37K	Buy	+694	New	+$31.7K	0.03%	210

Other funds holding AA

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Whitener Capital Management's AA Position: Q4 2019 in Review

Whitener Capital Management sold out of Alcoa (AA) in Q4 2019, closing a stake of 377 shares — an estimated $7K sold.

Whitener Capital Management first reported a position in AA in Q4 2017 and held it in 7 quarters. The position peaked at $37K in Q4 2017. 333 funds tracked by Wall St. Rank hold AA as of Q4 2019.

Whitener Capital Management reported no remaining Alcoa position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 377 Alcoa shares in Q4 2019, an estimated $7K.
Whitener Capital Management first reported a position in Alcoa in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Alcoa position peaked at $37K in Q4 2017.
333 funds tracked by Wall St. Rank held Alcoa as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.