Hobart Private Capital’s Rio Tinto RIO Stock Holding History

Hobart Private Capital’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
2018 Q4	–	Sell	-8,512	Closed	-$434K	–	155
2018 Q3	$434K	Sell	8,512 -50	-0.6%	-$2.55K	0.33%	83
2018 Q2	$475K	Sell	8,562 -628	-7%	-$35.2K	0.39%	74
2018 Q1	$474K	Buy	+9,190	New	+$501K	0.42%	72

Other funds holding RIO

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

IAM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hobart Private Capital's RIO Position: Q4 2018 in Review

Hobart Private Capital sold out of Rio Tinto (RIO) in Q4 2018, closing a stake of 8,512 shares — an estimated $434K sold.

Hobart Private Capital first reported a position in RIO in Q1 2018 and held it in 3 quarters. The position peaked at $475K in Q2 2018. 389 funds tracked by Wall St. Rank hold RIO as of Q4 2018.

Hobart Private Capital reported no remaining Rio Tinto position as of Q4 2018 after selling out during the quarter.
Hobart Private Capital sold 8,512 Rio Tinto shares in Q4 2018, an estimated $434K.
Hobart Private Capital first reported a position in Rio Tinto in Q1 2018 and held it in 3 quarters.
Hobart Private Capital's Rio Tinto position peaked at $475K in Q2 2018.
389 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2018.

Based on Hobart Private Capital's 13F filing for Q4 2018, filed 11 Mar 2024.