Avantax Planning Partners’s Rio Tinto RIO Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-20	Closed	-$1K	–	994
2018 Q3	$1K	Buy	+20	New	+$1.02K	﹤0.01%	1423
2018 Q2	–	Sell	-20	Closed	-$1K	–	1199
2018 Q1	$1K	Buy	+20	New	+$1.09K	﹤0.01%	1742

Other funds holding RIO

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State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's RIO Position: Q4 2018 in Review

Avantax Planning Partners sold out of Rio Tinto (RIO) in Q4 2018, closing a stake of 20 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in RIO in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 389 funds tracked by Wall St. Rank hold RIO as of Q4 2018.

Avantax Planning Partners reported no remaining Rio Tinto position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 20 Rio Tinto shares in Q4 2018, an estimated $1K.
Avantax Planning Partners first reported a position in Rio Tinto in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Rio Tinto position peaked at $1K in Q3 2018.
389 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.