Frontier Wealth Management’s Vale VALE Stock Holding History

Frontier 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
2017 Q4	–	Sell	-21,169	Closed	-$213K	–	401
2017 Q3	$213K	Buy	21,169 +340	+2%	+$3.42K	0.03%	350
2017 Q2	$182K	Buy	+20,829	New	+$177K	0.03%	359
2015 Q4	–	Sell	-10,114	Closed	-$42K	–	363
2015 Q3	$42K	Sell	10,114 -5,676	-36%	-$29K	0.01%	339
2015 Q2	$93K	Sell	15,790 -6,687	-30%	-$44.8K	0.01%	333
2015 Q1	$127K	Sell	22,477 -11,023	-33%	-$79.9K	0.02%	295
2014 Q4	$274K	Buy	+33,500	New	+$314K	0.05%	202

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

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

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

SII

Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Frontier Wealth Management's VALE Position: Q4 2017 in Review

Frontier Wealth Management sold out of Vale (VALE) in Q4 2017, closing a stake of 21,169 shares — an estimated $213K sold.

Frontier Wealth Management first reported a position in VALE in Q4 2014 and held it in 6 quarters. The position peaked at $274K in Q4 2014. 336 funds tracked by Wall St. Rank hold VALE as of Q4 2017.

Frontier Wealth Management reported no remaining Vale position as of Q4 2017 after selling out during the quarter.
Frontier Wealth Management sold 21,169 Vale shares in Q4 2017, an estimated $213K.
Frontier Wealth Management first reported a position in Vale in Q4 2014 and held it in 6 quarters.
Frontier Wealth Management's Vale position peaked at $274K in Q4 2014.
336 funds tracked by Wall St. Rank held Vale as of Q4 2017.

Based on Frontier Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.