Cumberland Partners’s Vale VALE Stock Holding History

Cumberland Partners’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
2013 Q4	–	Sell	-20,300	Closed	-$317K	–	58
2013 Q3	$317K	Hold	20,300	–	–	0.04%	52
2013 Q2	$247K	Buy	+20,300	New	+$319K	0.03%	58

Other funds holding VALE

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cumberland Partners's VALE Position: Q4 2013 in Review

Cumberland Partners sold out of Vale (VALE) in Q4 2013, closing a stake of 20,300 shares — an estimated $317K sold.

Cumberland Partners first reported a position in VALE in Q2 2013 and held it in 2 quarters. The position peaked at $317K in Q3 2013. 355 funds tracked by Wall St. Rank hold VALE as of Q4 2013.

Cumberland Partners reported no remaining Vale position as of Q4 2013 after selling out during the quarter.
Cumberland Partners sold 20,300 Vale shares in Q4 2013, an estimated $317K.
Cumberland Partners first reported a position in Vale in Q2 2013 and held it in 2 quarters.
Cumberland Partners's Vale position peaked at $317K in Q3 2013.
355 funds tracked by Wall St. Rank held Vale as of Q4 2013.

Based on Cumberland Partners's 13F filing for Q4 2013, filed 10 Jan 2014.