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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 $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
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
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 $167B AUM 44.17% 1-Year Est. Return

Evercore Wealth Management's RIO Position: Q2 2015 in Review

Evercore Wealth Management sold out of Rio Tinto (RIO) in Q2 2015, closing a stake of 1,700 shares — an estimated $70K sold.

Evercore Wealth Management first reported a position in RIO in Q2 2013 and held it in 8 quarters. The position peaked at $161K in Q3 2013. 295 funds tracked by Wall St. Rank hold RIO as of Q2 2015.

  • Evercore Wealth Management reported no remaining Rio Tinto position as of Q2 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,700 Rio Tinto shares in Q2 2015, an estimated $70K.
  • Evercore Wealth Management first reported a position in Rio Tinto in Q2 2013 and held it in 8 quarters.
  • Evercore Wealth Management's Rio Tinto position peaked at $161K in Q3 2013.
  • 295 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.