EWM
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Endurance Wealth Management’s Vale VALE Stock Holding History

Endurance 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
2015
Q4 		– Sell
-110
Closed -$1K – 533
2015
Q3 		$1K Sell
110
-50
-31% -$255 ﹤0.01% 506
2015
Q2 		$1K Buy
+160
New +$1.07K ﹤0.01% 515

Other funds holding VALE

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Endurance Wealth Management's VALE Position: Q4 2015 in Review

Endurance Wealth Management sold out of Vale (VALE) in Q4 2015, closing a stake of 110 shares — an estimated $1K sold.

Endurance Wealth Management first reported a position in VALE in Q2 2015 and held it in 2 quarters. The position peaked at $1K in Q3 2015. 241 funds tracked by Wall St. Rank hold VALE as of Q4 2015.

  • Endurance Wealth Management reported no remaining Vale position as of Q4 2015 after selling out during the quarter.
  • Endurance Wealth Management sold 110 Vale shares in Q4 2015, an estimated $1K.
  • Endurance Wealth Management first reported a position in Vale in Q2 2015 and held it in 2 quarters.
  • Endurance Wealth Management's Vale position peaked at $1K in Q3 2015.
  • 241 funds tracked by Wall St. Rank held Vale as of Q4 2015.

Based on Endurance Wealth Management's 13F filing for Q4 2015, filed 27 Jan 2016.