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Financial Partners Capital Management’s Vale VALE Stock Holding History

Financial Partners Capital 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
2020
Q4 		– Sell
-10,000
Closed -$106K – 115
2020
Q3 		$106K Buy
+10,000
New +$112K 0.03% 99

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
CAM
Crake Asset Management London, United Kingdom $2.86B AUM 16.35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Financial Partners Capital Management's VALE Position: Q4 2020 in Review

Financial Partners Capital Management sold out of Vale (VALE) in Q4 2020, closing a stake of 10,000 shares — an estimated $106K sold.

Financial Partners Capital Management first reported a position in VALE in Q3 2020 and held it in 1 quarter. The position peaked at $106K in Q3 2020. 371 funds tracked by Wall St. Rank hold VALE as of Q4 2020.

  • Financial Partners Capital Management reported no remaining Vale position as of Q4 2020 after selling out during the quarter.
  • Financial Partners Capital Management sold 10,000 Vale shares in Q4 2020, an estimated $106K.
  • Financial Partners Capital Management first reported a position in Vale in Q3 2020 and held it in 1 quarter.
  • Financial Partners Capital Management's Vale position peaked at $106K in Q3 2020.
  • 371 funds tracked by Wall St. Rank held Vale as of Q4 2020.

Based on Financial Partners Capital Management's 13F filing for Q4 2020, filed 28 Feb 2023.