Blue Bell Private Wealth Management’s Rio Tinto RIO Stock Holding History

Blue Bell Private 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
2016 Q4	–	Sell	-600	Closed	-$21K	–	370
2016 Q3	$21K	Hold	600	–	–	0.01%	290
2016 Q2	$19K	Hold	600	–	–	0.01%	301
2016 Q1	$17K	Hold	600	–	–	0.01%	312
2015 Q4	$17K	Hold	600	–	–	0.01%	325
2015 Q3	$20K	Hold	600	–	–	0.01%	310
2015 Q2	$25K	Hold	600	–	–	0.02%	291
2015 Q1	$24K	Hold	600	–	–	0.01%	291
2014 Q4	$27K	Hold	600	–	–	0.02%	291
2014 Q3	$30K	Hold	600	–	–	0.02%	296
2014 Q2	$33K	Hold	600	–	–	0.02%	269
2014 Q1	$33K	Hold	600	–	–	0.02%	240
2013 Q4	$34K	Buy	+600	New	+$31.2K	0.03%	240

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

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

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 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

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

Blue Bell Private Wealth Management's RIO Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of Rio Tinto (RIO) in Q4 2016, closing a stake of 600 shares — an estimated $21K sold.

Blue Bell Private Wealth Management first reported a position in RIO in Q4 2013 and held it in 12 quarters. The position peaked at $34K in Q4 2013. 303 funds tracked by Wall St. Rank hold RIO as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining Rio Tinto position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 600 Rio Tinto shares in Q4 2016, an estimated $21K.
Blue Bell Private Wealth Management first reported a position in Rio Tinto in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's Rio Tinto position peaked at $34K in Q4 2013.
303 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.