BKS Advisors’s Rio Tinto RIO Stock Holding History

BKS Advisors’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
2015 Q4	–	Sell	-5,970	Closed	-$202K	–	162
2015 Q3	$202K	Buy	+5,970	New	+$223K	0.11%	141

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

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BKS Advisors's RIO Position: Q4 2015 in Review

BKS Advisors sold out of Rio Tinto (RIO) in Q4 2015, closing a stake of 5,970 shares — an estimated $202K sold.

BKS Advisors first reported a position in RIO in Q3 2015 and held it in 1 quarter. The position peaked at $202K in Q3 2015. 256 funds tracked by Wall St. Rank hold RIO as of Q4 2015.

BKS Advisors reported no remaining Rio Tinto position as of Q4 2015 after selling out during the quarter.
BKS Advisors sold 5,970 Rio Tinto shares in Q4 2015, an estimated $202K.
BKS Advisors first reported a position in Rio Tinto in Q3 2015 and held it in 1 quarter.
BKS Advisors's Rio Tinto position peaked at $202K in Q3 2015.
256 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2015.

Based on BKS Advisors's 13F filing for Q4 2015, filed 2 Feb 2016.