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Baldwin Wealth Partners’s Vale VALE Stock Holding History

Baldwin Wealth Partners’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
2016
Q4 		– Sell
-200
Closed -$1K – 533
2016
Q3 		$1K Hold
200
– – ﹤0.01% 524
2016
Q2 		$1K Hold
200
– – ﹤0.01% 450
2016
Q1 		$1K Buy
+200
New +$621 ﹤0.01% 482

Other funds holding VALE

SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Baldwin Wealth Partners's VALE Position: Q4 2016 in Review

Baldwin Wealth Partners sold out of Vale (VALE) in Q4 2016, closing a stake of 200 shares — an estimated $1K sold.

Baldwin Wealth Partners first reported a position in VALE in Q1 2016 and held it in 3 quarters. The position peaked at $1K in Q3 2016. 270 funds tracked by Wall St. Rank hold VALE as of Q4 2016.

  • Baldwin Wealth Partners reported no remaining Vale position as of Q4 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 200 Vale shares in Q4 2016, an estimated $1K.
  • Baldwin Wealth Partners first reported a position in Vale in Q1 2016 and held it in 3 quarters.
  • Baldwin Wealth Partners's Vale position peaked at $1K in Q3 2016.
  • 270 funds tracked by Wall St. Rank held Vale as of Q4 2016.

Based on Baldwin Wealth Partners's 13F filing for Q4 2016, filed 10 Jan 2017.