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

Bay 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
2020
Q2 		– Sell
-27
Closed -$1K – 404
2020
Q1 		$1K Buy
+27
New +$1.39K ﹤0.01% 315
2019
Q2 		– Sell
-93
Closed -$5K – 405
2019
Q1 		$5K Hold
93
– – ﹤0.01% 306
2018
Q4 		$5K Buy
+93
New +$4.54K ﹤0.01% 289

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bay Harbor Wealth Management's RIO Position: Q2 2020 in Review

Bay Harbor Wealth Management sold out of Rio Tinto (RIO) in Q2 2020, closing a stake of 27 shares — an estimated $1K sold.

Bay Harbor Wealth Management first reported a position in RIO in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 417 funds tracked by Wall St. Rank hold RIO as of Q2 2020.

  • Bay Harbor Wealth Management reported no remaining Rio Tinto position as of Q2 2020 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 27 Rio Tinto shares in Q2 2020, an estimated $1K.
  • Bay Harbor Wealth Management first reported a position in Rio Tinto in Q4 2018 and held it in 3 quarters.
  • Bay Harbor Wealth Management's Rio Tinto position peaked at $5K in Q1 2019.
  • 417 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.