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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vale VALE Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q2 		– Sell
-300
Closed -$4K – 440
2018
Q1 		$4K Buy
+300
New +$3.95K ﹤0.01% 387
2017
Q3 		– Sell
-300
Closed -$2K – 421
2017
Q2 		$2K Buy
+300
New +$2.55K ﹤0.01% 365

Other funds holding VALE

SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's VALE Position: Q2 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Vale (VALE) in Q2 2018, closing a stake of 300 shares — an estimated $4K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in VALE in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 343 funds tracked by Wall St. Rank hold VALE as of Q2 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Vale position as of Q2 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 300 Vale shares in Q2 2018, an estimated $4K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Vale in Q2 2017 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Vale position peaked at $4K in Q1 2018.
  • 343 funds tracked by Wall St. Rank held Vale as of Q2 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2018, filed 2 Aug 2018.