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Evercore Wealth Management’s Rio Tinto RIO Stock Holding History

Evercore 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
2015
Q2 		– Sell
-1,700
Closed -$70K – 1090
2015
Q1 		$70K Hold
1,700
– – ﹤0.01% 582
2014
Q4 		$78K Sell
1,700
-700
-29% -$33K ﹤0.01% 491
2014
Q3 		$118K Hold
2,400
– – 0.01% 487
2014
Q2 		$130K Hold
2,400
– – 0.01% 469
2014
Q1 		$134K Sell
2,400
-400
-14% -$21.8K 0.01% 430
2013
Q4 		$159K Sell
2,800
-507
-15% -$26.4K 0.01% 389
2013
Q3 		$161K Buy
3,307
+307
+10% +$14.3K 0.01% 418
2013
Q2 		$124K Buy
+3,000
New +$134K 0.01% 464

Other funds holding RIO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 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 $145B AUM 34.61% 1-Year Est. Return