Calton & Associates’s Rio Tinto RIO Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-1,699	Closed	-$94K	–	1068
2017 Q4	$94K	Buy	+1,699	New	+$82.9K	0.02%	506

Other funds holding RIO

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Calton & Associates's RIO Position: Q1 2018 in Review

Calton & Associates sold out of Rio Tinto (RIO) in Q1 2018, closing a stake of 1,699 shares — an estimated $94K sold.

Calton & Associates first reported a position in RIO in Q4 2017 and held it in 1 quarter. The position peaked at $94K in Q4 2017. 389 funds tracked by Wall St. Rank hold RIO as of Q1 2018.

Calton & Associates reported no remaining Rio Tinto position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,699 Rio Tinto shares in Q1 2018, an estimated $94K.
Calton & Associates first reported a position in Rio Tinto in Q4 2017 and held it in 1 quarter.
Calton & Associates's Rio Tinto position peaked at $94K in Q4 2017.
389 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.