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Chicago Partners Investment Group’s Vale VALE Stock Holding History

Chicago Partners Investment Group’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-814
Closed -$4K – 561
2016
Q3 		$4K Hold
814
– – ﹤0.01% 464
2016
Q2 		$4K Hold
814
– – ﹤0.01% 413
2016
Q1 		$3K Hold
814
– – ﹤0.01% 410
2015
Q4 		$3K Hold
814
– – ﹤0.01% 470
2015
Q3 		$3K Hold
814
– – ﹤0.01% 411
2015
Q2 		$5K Buy
+814
New +$5.45K ﹤0.01% 400

Other funds holding VALE

SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Chicago Partners Investment Group's VALE Position: Q4 2016 in Review

Chicago Partners Investment Group sold out of Vale (VALE) in Q4 2016, closing a stake of 814 shares — an estimated $4K sold.

Chicago Partners Investment Group first reported a position in VALE in Q2 2015 and held it in 6 quarters. The position peaked at $5K in Q2 2015. 270 funds tracked by Wall St. Rank hold VALE as of Q4 2016.

  • Chicago Partners Investment Group reported no remaining Vale position as of Q4 2016 after selling out during the quarter.
  • Chicago Partners Investment Group sold 814 Vale shares in Q4 2016, an estimated $4K.
  • Chicago Partners Investment Group first reported a position in Vale in Q2 2015 and held it in 6 quarters.
  • Chicago Partners Investment Group's Vale position peaked at $5K in Q2 2015.
  • 270 funds tracked by Wall St. Rank held Vale as of Q4 2016.

Based on Chicago Partners Investment Group's 13F filing for Q4 2016, filed 10 Feb 2017.