Concert Wealth Management’s Vale VALE Stock Holding History

Concert Wealth Management’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	-13,255	Closed	-$75K	–	905
2016 Q3	$75K	Buy	13,255 +408	+3%	+$2.24K	0.01%	775
2016 Q2	$67K	Buy	12,847 +740	+6%	+$3.46K	0.01%	655
2016 Q1	$52K	Buy	12,107 +500	+4%	+$1.55K	0.01%	660
2015 Q4	$38K	Sell	11,607 -4,652	-29%	-$18.6K	0.01%	669
2015 Q3	$70K	Sell	16,259 -301	-2%	-$1.54K	0.01%	679
2015 Q2	$97K	Sell	16,560 -4,390	-21%	-$29.4K	0.01%	672
2015 Q1	$106K	Buy	+20,950	New	+$152K	0.03%	424
2014 Q4	–	Sell	-29,246	Closed	-$323K	–	672
2014 Q3	$323K	Buy	29,246 +1,289	+5%	+$17.2K	0.04%	371
2014 Q2	$337K	Sell	27,957 -2,524	-8%	-$34.1K	0.04%	387
2014 Q1	$416K	Buy	30,481 +1,891	+7%	+$25.8K	0.05%	319
2013 Q4	$437K	Buy	28,590 +6,933	+32%	+$108K	0.06%	293
2013 Q3	$336K	Buy	21,657 +3,346	+18%	+$49.5K	0.05%	343
2013 Q2	$243K	Buy	+18,311	New	+$288K	0.04%	396

Other funds holding VALE

Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return

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 $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

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

Dimensional Fund Advisors

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

Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock Group London, United Kingdom $209B AUM 15.5% 1-Year Est. Return