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Edge Wealth Management’s Rio Tinto RIO Stock Holding History

Edge Wealth Management’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
2019
Q2 		– Sell
-1,419
Closed -$97K – 625
2019
Q1 		$97K Hold
1,419
– – 0.02% 186
2018
Q4 		$78K Hold
1,419
– – 0.02% 203
2018
Q3 		$81K Hold
1,419
– – 0.02% 217
2018
Q2 		$88K Buy
+1,419
New +$79.5K 0.02% 201

Other funds holding RIO

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Edge Wealth Management's RIO Position: Q2 2019 in Review

Edge Wealth Management sold out of Rio Tinto (RIO) in Q2 2019, closing a stake of 1,419 shares — an estimated $97K sold.

Edge Wealth Management first reported a position in RIO in Q2 2018 and held it in 4 quarters. The position peaked at $97K in Q1 2019. 427 funds tracked by Wall St. Rank hold RIO as of Q2 2019.

  • Edge Wealth Management reported no remaining Rio Tinto position as of Q2 2019 after selling out during the quarter.
  • Edge Wealth Management sold 1,419 Rio Tinto shares in Q2 2019, an estimated $97K.
  • Edge Wealth Management first reported a position in Rio Tinto in Q2 2018 and held it in 4 quarters.
  • Edge Wealth Management's Rio Tinto position peaked at $97K in Q1 2019.
  • 427 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2019.

Based on Edge Wealth Management's 13F filing for Q2 2019, filed 15 Jul 2019.