First Personal Financial Services’s Vale VALE Stock Holding History

First Personal Financial Services’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
2018 Q3	–	Sell	-2,940	Closed	-$38K	–	696
2018 Q2	$38K	Hold	2,940	–	–	0.01%	312
2018 Q1	$37K	Buy	2,940 +740	+34%	+$9.74K	0.01%	497
2017 Q4	$27K	Buy	+2,200	New	+$23.4K	0.01%	593
2017 Q1	–	Sell	-1,303	Closed	-$10K	–	933
2016 Q4	$10K	Buy	+1,303	New	+$9.55K	﹤0.01%	715
2016 Q1	–	Sell	-434	Closed	-$1K	–	401
2015 Q4	$1K	Sell	434 -93	-18%	-$371	﹤0.01%	382
2015 Q3	$3K	Hold	527	–	–	﹤0.01%	369
2015 Q2	$4K	Hold	527	–	–	﹤0.01%	349
2015 Q1	$3K	Hold	527	–	–	﹤0.01%	393
2014 Q4	$4K	Buy	+527	New	+$4.93K	﹤0.01%	321

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

First Personal Financial Services's VALE Position: Q3 2018 in Review

First Personal Financial Services sold out of Vale (VALE) in Q3 2018, closing a stake of 2,940 shares — an estimated $38K sold.

First Personal Financial Services first reported a position in VALE in Q4 2014 and held it in 9 quarters. The position peaked at $38K in Q2 2018. 349 funds tracked by Wall St. Rank hold VALE as of Q3 2018.

First Personal Financial Services reported no remaining Vale position as of Q3 2018 after selling out during the quarter.
First Personal Financial Services sold 2,940 Vale shares in Q3 2018, an estimated $38K.
First Personal Financial Services first reported a position in Vale in Q4 2014 and held it in 9 quarters.
First Personal Financial Services's Vale position peaked at $38K in Q2 2018.
349 funds tracked by Wall St. Rank held Vale as of Q3 2018.

Based on First Personal Financial Services's 13F filing for Q3 2018, filed 1 Nov 2018.