Convergence Investment Partners’s Rio Tinto RIO Stock Holding History

Convergence Investment Partners’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 Q2	–	Sell	-451	Closed	-$23K	–	766
2018 Q1	$23K	Buy	+451	New	+$24.6K	﹤0.01%	566
2014 Q2	–	Sell	-5,332	Closed	-$298K	–	414
2014 Q1	$298K	Sell	5,332 -1,030	-16%	-$56.1K	0.05%	301
2013 Q4	$359K	Sell	6,362 -960	-13%	-$49.9K	0.06%	289
2013 Q3	$357K	Buy	7,322 +326	+5%	+$15.2K	0.08%	222
2013 Q2	$287K	Buy	+6,996	New	+$312K	0.07%	263

Other funds holding RIO

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 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

IAM

Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

Convergence Investment Partners's RIO Position: Q2 2018 in Review

Convergence Investment Partners sold out of Rio Tinto (RIO) in Q2 2018, closing a stake of 451 shares — an estimated $23K sold.

Convergence Investment Partners first reported a position in RIO in Q2 2013 and held it in 5 quarters. The position peaked at $359K in Q4 2013. 403 funds tracked by Wall St. Rank hold RIO as of Q2 2018.

Convergence Investment Partners reported no remaining Rio Tinto position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 451 Rio Tinto shares in Q2 2018, an estimated $23K.
Convergence Investment Partners first reported a position in Rio Tinto in Q2 2013 and held it in 5 quarters.
Convergence Investment Partners's Rio Tinto position peaked at $359K in Q4 2013.
403 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.