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Advance Capital I’s Rio Tinto RIO Stock Holding History

Advance Capital I’s Portfolio RIO Stock Details RIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-21,200
Closed -$976K – 209
2014
Q4 		$976K Buy
+21,200
New +$999K 0.52% 103
2014
Q1 		– Sell
-9,810
Closed -$554K – 262
2013
Q4 		$554K Hold
9,810
– – 0.26% 241
2013
Q3 		$478K Hold
9,810
– – 0.24% 167
2013
Q2 		$403K Buy
+9,810
New +$438K 0.2% 210

Other funds holding RIO

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advance Capital I's RIO Position: Q1 2015 in Review

Advance Capital I sold out of Rio Tinto (RIO) in Q1 2015, closing a stake of 21,200 shares — an estimated $976K sold.

Advance Capital I first reported a position in RIO in Q2 2013 and held it in 4 quarters. The position peaked at $976K in Q4 2014. 309 funds tracked by Wall St. Rank hold RIO as of Q1 2015.

  • Advance Capital I reported no remaining Rio Tinto position as of Q1 2015 after selling out during the quarter.
  • Advance Capital I sold 21,200 Rio Tinto shares in Q1 2015, an estimated $976K.
  • Advance Capital I first reported a position in Rio Tinto in Q2 2013 and held it in 4 quarters.
  • Advance Capital I's Rio Tinto position peaked at $976K in Q4 2014.
  • 309 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2015.

Based on Advance Capital I's 13F filing for Q1 2015, filed 7 May 2015.