WIL
AA icon

Winifred I. Li’s Alcoa AA Stock Holding History

Winifred I. Li’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
2014
Q4 		$1K Buy
21
+17
+425% +$659 ﹤0.01% 489
2014
Q3 		$0 Buy
+4
New +$157 ﹤0.01% 449

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winifred I. Li's AA Position: Q4 2014 in Review

Winifred I. Li increased its Alcoa (AA) stake by 425% in Q4 2014, buying an estimated $659 and bringing the position to 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Winifred I. Li first reported a position in AA in Q3 2014 and has held it in 2 quarters since. 651 funds tracked by Wall St. Rank hold AA as of Q4 2014.

  • Winifred I. Li held 21 shares of Alcoa worth $1K as of Q4 2014.
  • Winifred I. Li bought 17 Alcoa shares in Q4 2014, an estimated $659.
  • Alcoa made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #489 holding.
  • Winifred I. Li first reported a position in Alcoa in Q3 2014 and has held it in 2 quarters since.
  • 651 funds tracked by Wall St. Rank held Alcoa as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.