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Focused Wealth Management’s Vale VALE Stock Holding History

Focused 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
2020
Q4 		– Sell
-20,000
Closed -$5K – 908
2020
Q3 		$5K Buy
+20,000
New +$225K ﹤0.01% 617

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

Focused Wealth Management's VALE Position: Q2 2019 in Review

Focused Wealth Management sold out of Vale (VALE) in Q2 2019, closing a stake of 232 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in VALE in Q3 2013 and held it in 23 quarters. The position peaked at $7K in Q4 2013. 308 funds tracked by Wall St. Rank hold VALE as of Q2 2019.

  • Focused Wealth Management reported no remaining Vale position as of Q2 2019 after selling out during the quarter.
  • Focused Wealth Management sold 232 Vale shares in Q2 2019, an estimated $3K.
  • Focused Wealth Management first reported a position in Vale in Q3 2013 and held it in 23 quarters.
  • Focused Wealth Management's Vale position peaked at $7K in Q4 2013.
  • 308 funds tracked by Wall St. Rank held Vale as of Q2 2019.

Based on Focused Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.