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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bar Harbor Wealth Management's RIO Position: Q1 2017 in Review

Bar Harbor Wealth Management sold out of Rio Tinto (RIO) in Q1 2017, closing a stake of 6,028 shares — an estimated $232K sold.

Bar Harbor Wealth Management first reported a position in RIO in Q2 2013 and held it in 12 quarters. The position peaked at $341K in Q4 2013. 328 funds tracked by Wall St. Rank hold RIO as of Q1 2017.

Bar Harbor Wealth Management reported no remaining Rio Tinto position as of Q1 2017 after selling out during the quarter.
Bar Harbor Wealth Management sold 6,028 Rio Tinto shares in Q1 2017, an estimated $232K.
Bar Harbor Wealth Management first reported a position in Rio Tinto in Q2 2013 and held it in 12 quarters.
Bar Harbor Wealth Management's Rio Tinto position peaked at $341K in Q4 2013.
328 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2017.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2017, filed 7 Apr 2017.