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BHWM
Bay Harbor Wealth Management’s
Vale
VALE
Stock Holding History
Bay Harbor Wealth Management’s Portfolio
VALE Stock Details
VALE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-100
Closed
-$2K
–
419
2020
Q4
$2K
Hold
100
–
–
﹤0.01%
357
2020
Q3
$1K
Hold
100
–
–
﹤0.01%
365
2020
Q2
$1K
Hold
100
–
–
﹤0.01%
334
2020
Q1
$1K
Hold
100
–
–
﹤0.01%
327
2019
Q4
$1K
Hold
100
–
–
﹤0.01%
330
2019
Q3
$1K
Hold
100
–
–
﹤0.01%
347
2019
Q2
$1K
Hold
100
–
–
﹤0.01%
343
2019
Q1
$1K
Hold
100
–
–
﹤0.01%
377
2018
Q4
$1K
Buy
+100
New
+$1.43K
﹤0.01%
370
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30.41%
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1-Year Est. Return
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1-Year Est. Return
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30.18%
1-Year Est. Return
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30.48%
1-Year Est. Return
Fisher Asset Management
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$295B AUM
31.6%
1-Year Est. Return
GQG Partners
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$63.1B AUM
23.07%
1-Year Est. Return
Aberdeen Group
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$61.9B AUM
29.81%
1-Year Est. Return
Schroder Investment Management Group
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$122B AUM
29.27%
1-Year Est. Return
Baillie Gifford & Co
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$97.9B AUM
20.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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