Winslow Evans & Crocker’s Alcoa AA Stock Holding History

Winslow Evans & Crocker’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 Q1	–	Sell	-350	Closed	-$18.9K	–	1127
2017 Q4	$18.9K	Hold	350	–	–	0.01%	670
2017 Q3	$16.3K	Hold	350	–	–	0.01%	707
2017 Q2	$11.4K	Hold	350	–	–	﹤0.01%	887
2017 Q1	$12K	Hold	350	–	–	﹤0.01%	853
2016 Q4	$9.83K	Sell	350 -961	-73%	-$26.1K	﹤0.01%	883
2016 Q3	$31.9K	Hold	1,311	–	–	0.01%	641
2016 Q2	$29.2K	Sell	1,311 -146	-10%	-$3.42K	0.01%	623
2016 Q1	$33.5K	Hold	1,457	–	–	0.01%	583
2015 Q4	$34.5K	Sell	1,457 -41	-3%	-$915	0.01%	609
2015 Q3	$34.8K	Sell	1,498 -253	-14%	-$5.92K	0.01%	572
2015 Q2	$46.9K	Hold	1,751	–	–	0.01%	569
2015 Q1	$54.4K	Buy	1,751 +1,431	+447%	+$51.4K	0.02%	533
2014 Q4	$12.1K	Sell	320 -104	-25%	-$4.03K	﹤0.01%	848
2014 Q3	$16.4K	Buy	424 +129	+44%	+$5.06K	﹤0.01%	787
2014 Q2	$10.5K	Sell	295 -208	-41%	-$6.82K	﹤0.01%	837
2014 Q1	$15.5K	Sell	503 -2,159	-81%	-$60K	0.01%	732
2013 Q4	$68K	Buy	+2,662	New	+$59K	0.02%	463

Other funds holding AA

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Winslow Evans & Crocker's AA Position: Q1 2018 in Review

Winslow Evans & Crocker sold out of Alcoa (AA) in Q1 2018, closing a stake of 350 shares — an estimated $18.9K sold.

Winslow Evans & Crocker first reported a position in AA in Q4 2013 and held it in 17 quarters. The position peaked at $68K in Q4 2013. 458 funds tracked by Wall St. Rank hold AA as of Q1 2018.

Winslow Evans & Crocker reported no remaining Alcoa position as of Q1 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 350 Alcoa shares in Q1 2018, an estimated $18.9K.
Winslow Evans & Crocker first reported a position in Alcoa in Q4 2013 and held it in 17 quarters.
Winslow Evans & Crocker's Alcoa position peaked at $68K in Q4 2013.
458 funds tracked by Wall St. Rank held Alcoa as of Q1 2018.

Based on Winslow Evans & Crocker's 13F filing for Q1 2018, filed 26 Apr 2018.