Advisory Research’s Vale S A VALE.P Stock Holding History

Advisory Research’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	-100,997	Closed	-$944K	–	459
2017 Q3	$944K	Buy	+100,997	New	+$947K	0.02%	315

Other funds holding VALE.P

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Price Capital Management Lafayette, Louisiana $607K AUM 46.82% 1-Year Est. Return

Summit Securities Group New York $1.05B AUM 36.17% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Advisory Research's VALE.P Position: Q4 2017 in Review

Advisory Research sold out of Vale S A (VALE.P) in Q4 2017, closing a stake of 100,997 shares — an estimated $944K sold.

Advisory Research first reported a position in VALE.P in Q3 2017 and held it in 1 quarter. The position peaked at $944K in Q3 2017. 8 funds tracked by Wall St. Rank hold VALE.P as of Q4 2017.

Advisory Research reported no remaining Vale S A position as of Q4 2017 after selling out during the quarter.
Advisory Research sold 100,997 Vale S A shares in Q4 2017, an estimated $944K.
Advisory Research first reported a position in Vale S A in Q3 2017 and held it in 1 quarter.
Advisory Research's Vale S A position peaked at $944K in Q3 2017.
8 funds tracked by Wall St. Rank held Vale S A as of Q4 2017.

Based on Advisory Research's 13F filing for Q4 2017, filed 8 Feb 2018.