HCM
RIO icon

Herndon Capital Management’s Rio Tinto RIO Stock Holding History

Herndon Capital Management’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
2017
Q2 		$2K Buy
42
+16
+62% +$641 ﹤0.01% 196
2017
Q1 		$1K Buy
+26
New +$1.1K ﹤0.01% 188
2014
Q4 		– Sell
-4,126
Closed -$203K – 216
2014
Q3 		$203K Hold
4,126
– – ﹤0.01% 151
2014
Q2 		$224K Hold
4,126
– – ﹤0.01% 148
2014
Q1 		$230K Hold
4,126
– – ﹤0.01% 146
2013
Q4 		$233K Sell
4,126
-1,420
-26% -$73.9K ﹤0.01% 160
2013
Q3 		$270K Sell
5,546
-494
-8% -$23K ﹤0.01% 162
2013
Q2 		$248K Buy
+6,040
New +$269K ﹤0.01% 169

Other funds holding RIO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $197M AUM 86.77% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return