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Elite Wealth Management’s Rio Tinto RIO Stock Holding History

Elite 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
2014
Q1 		– Sell
-581
Closed -$33K – 601
2013
Q4 		$33K Sell
581
-325
-36% -$16.9K 0.02% 211
2013
Q3 		$44K Hold
906
– – 0.04% 178
2013
Q2 		$37K Buy
+906
New +$40.4K 0.05% 141

Other funds holding RIO

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Elite Wealth Management's RIO Position: Q1 2014 in Review

Elite Wealth Management sold out of Rio Tinto (RIO) in Q1 2014, closing a stake of 581 shares — an estimated $33K sold.

Elite Wealth Management first reported a position in RIO in Q2 2013 and held it in 3 quarters. The position peaked at $44K in Q3 2013. 302 funds tracked by Wall St. Rank hold RIO as of Q1 2014.

  • Elite Wealth Management reported no remaining Rio Tinto position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 581 Rio Tinto shares in Q1 2014, an estimated $33K.
  • Elite Wealth Management first reported a position in Rio Tinto in Q2 2013 and held it in 3 quarters.
  • Elite Wealth Management's Rio Tinto position peaked at $44K in Q3 2013.
  • 302 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.