AG
VALE.P

Advisor Group’s Vale S A VALE.P Stock Holding History

Advisor Group’s Portfolio VALE.P Stock Details VALE.P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-34
Closed – – 5198
2017
Q3 		$0 Hold
34
– – ﹤0.01% 5072
2017
Q2 		$0 Buy
+34
New +$274 ﹤0.01% 5019

Other funds holding VALE.P

CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $607K AUM 46.82% 1-Year Est. Return
SSG
Summit Securities Group New York $1.05B AUM 36.17% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Advisor Group's VALE.P Position: Q4 2017 in Review

Advisor Group sold out of Vale S A (VALE.P) in Q4 2017, closing a stake of 34 shares.

Advisor Group first reported a position in VALE.P in Q2 2017 and held it in 2 quarters. The position peaked at $0 in Q3 2017. 8 funds tracked by Wall St. Rank hold VALE.P as of Q4 2017.

  • Advisor Group reported no remaining Vale S A position as of Q4 2017 after selling out during the quarter.
  • Advisor Group sold 34 Vale S A shares in Q4 2017.
  • Advisor Group first reported a position in Vale S A in Q2 2017 and held it in 2 quarters.
  • Advisor Group's Vale S A position peaked at $0 in Q3 2017.
  • 8 funds tracked by Wall St. Rank held Vale S A as of Q4 2017.

Based on Advisor Group's 13F filing for Q4 2017, filed 14 Feb 2018.