AG
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Advisor Group’s Vale VALE Stock Holding History

Advisor Group’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$230K Sell
17,439
-3,168
-15% -$38.1K ﹤0.01% 2286
2019
Q3 		$238K Buy
20,607
+441
+2% +$5.35K ﹤0.01% 2190
2019
Q2 		$270K Sell
20,166
-8,721
-30% -$112K ﹤0.01% 2077
2019
Q1 		$379K Buy
28,887
+1,860
+7% +$24.1K ﹤0.01% 1794
2018
Q4 		$356K Buy
27,027
+1,580
+6% +$22.6K ﹤0.01% 1646
2018
Q3 		$377K Buy
25,447
+397
+2% +$5.36K ﹤0.01% 1682
2018
Q2 		$321K Sell
25,050
-5,852
-19% -$79.9K ﹤0.01% 1638
2018
Q1 		$393K Sell
30,902
-6,941
-18% -$91.3K 0.01% 1487
2017
Q4 		$461K Sell
37,843
-6,559
-15% -$69.6K 0.01% 1379
2017
Q3 		$448K Buy
44,402
+4,490
+11% +$45.2K 0.01% 1279
2017
Q2 		$349K Buy
39,912
+1,732
+5% +$14.7K 0.01% 1374
2017
Q1 		$362K Sell
38,180
-50,277
-57% -$500K 0.01% 1265
2016
Q4 		$674K Buy
88,457
+8,254
+10% +$60.5K 0.02% 843
2016
Q3 		$442K Buy
80,203
+9,425
+13% +$51.7K 0.01% 1034
2016
Q2 		$355K Buy
+70,778
New +$331K 0.01% 1101

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Advisor Group's VALE Position: Q4 2019 in Review

Advisor Group reduced its Vale (VALE) stake by 15% in Q4 2019, selling an estimated $38.1K and leaving 17,439 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Advisor Group first reported a position in VALE in Q2 2016 and has held it in 15 quarters since. The position peaked at $674K in Q4 2016. 301 funds tracked by Wall St. Rank hold VALE as of Q4 2019.

  • Advisor Group held 17,439 shares of Vale worth $230K as of Q4 2019.
  • Advisor Group sold 3,168 Vale shares in Q4 2019, an estimated $38.1K.
  • Vale made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2286 holding.
  • Advisor Group first reported a position in Vale in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Vale position peaked at $674K in Q4 2016.
  • 301 funds tracked by Wall St. Rank held Vale as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.