Bolton LP’s Rio Tinto RIO Stock Holding History

Bolton LP’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 Q3	–	Sell	-5,000	Closed	-$206K	–	164
2015 Q2	$206K	Buy	+5,000	New	+$219K	0.06%	131
2014 Q1	–	Sell	-68	Closed	-$56K	–	249
2013 Q4	$56K	Buy	68 +19	+39%	+$988	0.01%	208
2013 Q3	$25K	Buy	+49	New	+$2.29K	0.01%	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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

SCM

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Bolton LP's RIO Position: Q1 2014 in Review

Bolton LP sold out of Rio Tinto (RIO) in Q1 2014, closing a stake of 3,337 shares — an estimated $188K sold.

Bolton LP first reported a position in RIO in Q3 2013 and held it in 2 quarters. The position peaked at $668K in Q3 2013. 302 funds tracked by Wall St. Rank hold RIO as of Q1 2014.

Bolton LP reported no remaining Rio Tinto position as of Q1 2014 after selling out during the quarter.
Bolton LP sold 3,337 Rio Tinto shares in Q1 2014, an estimated $188K.
Bolton LP first reported a position in Rio Tinto in Q3 2013 and held it in 2 quarters.
Bolton LP's Rio Tinto position peaked at $668K in Q3 2013.
302 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2014.

Based on Bolton LP's 13F filing for Q1 2014, filed 15 May 2014.