Heritage Trust’s Rio Tinto RIO Stock Holding History

Heritage Trust’s Portfolio RIO Stock Details RIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-40	Closed	-$2K	–	365
2018 Q4	$2K	Buy	+40	New	+$1.95K	﹤0.01%	406

Other funds holding RIO

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Heritage Trust's RIO Position: Q1 2019 in Review

Heritage Trust sold out of Rio Tinto (RIO) in Q1 2019, closing a stake of 40 shares — an estimated $2K sold.

Heritage Trust first reported a position in RIO in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 406 funds tracked by Wall St. Rank hold RIO as of Q1 2019.

Heritage Trust reported no remaining Rio Tinto position as of Q1 2019 after selling out during the quarter.
Heritage Trust sold 40 Rio Tinto shares in Q1 2019, an estimated $2K.
Heritage Trust first reported a position in Rio Tinto in Q4 2018 and held it in 1 quarter.
Heritage Trust's Rio Tinto position peaked at $2K in Q4 2018.
406 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.