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B. Riley Wealth Management’s Vale VALE Stock Holding History

B. Riley Wealth Management’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
2015
Q3 		– Sell
-3,130
Closed -$18K – 717
2015
Q2 		$18K Buy
3,130
+22
+0.7% +$147 0.01% 629
2015
Q1 		$17K Buy
3,108
+2,000
+181% +$14.5K 0.01% 651
2014
Q4 		$9K Buy
1,108
+39
+4% +$365 0.01% 761
2014
Q3 		$11K Sell
1,069
-1,000
-48% -$13.4K 0.01% 749
2014
Q2 		$27K Buy
2,069
+25
+1% +$337 0.02% 592
2014
Q1 		$28K Buy
+2,044
New +$27.9K 0.02% 567

Other funds holding VALE

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Management's VALE Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Vale (VALE) in Q3 2015, closing a stake of 3,130 shares — an estimated $18K sold.

B. Riley Wealth Management first reported a position in VALE in Q1 2014 and held it in 6 quarters. The position peaked at $28K in Q1 2014. 265 funds tracked by Wall St. Rank hold VALE as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Vale position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,130 Vale shares in Q3 2015, an estimated $18K.
  • B. Riley Wealth Management first reported a position in Vale in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Vale position peaked at $28K in Q1 2014.
  • 265 funds tracked by Wall St. Rank held Vale as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.