BHWM
RIO icon

Bar Harbor Wealth Management’s Rio Tinto RIO Stock Holding History

Bar Harbor Wealth Management’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
2017
Q1 		– Sell
-6,028
Closed -$232K – 350
2016
Q4 		$232K Hold
6,028
– – 0.03% 326
2016
Q3 		$201K Buy
+6,028
New +$192K 0.02% 334
2015
Q4 		– Sell
-6,228
Closed -$211K – 300
2015
Q3 		$211K Sell
6,228
-147
-2% -$5.5K 0.03% 271
2015
Q2 		$263K Sell
6,375
-124
-2% -$5.44K 0.03% 256
2015
Q1 		$269K Hold
6,499
– – 0.03% 243
2014
Q4 		$300K Buy
6,499
+54
+0.8% +$2.55K 0.04% 229
2014
Q3 		$317K Buy
6,445
+397
+7% +$21.9K 0.04% 212
2014
Q2 		$328K Hold
6,048
– – 0.04% 206
2014
Q1 		$338K Hold
6,048
– – 0.04% 207
2013
Q4 		$341K Sell
6,048
-10
-0.2% -$520 0.04% 204
2013
Q3 		$295K Hold
6,058
– – 0.04% 210
2013
Q2 		$248K Buy
+6,058
New +$270K 0.04% 219

Other funds holding RIO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return