Independence Trust’s Vale VALE Stock Holding History

Independence Trust’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	$289K	Buy	23,600 +3,600	+18%	+$38.2K	0.32%	52
2017 Q3	$201K	Hold	20,000	–	–	0.23%	71
2017 Q2	$175K	Hold	20,000	–	–	0.21%	76
2017 Q1	$190K	Hold	20,000	–	–	0.24%	73
2016 Q4	$152K	Buy	+20,000	New	+$147K	0.21%	77

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

Independence Trust's VALE Position: Q4 2017 in Review

Independence Trust increased its Vale (VALE) stake by 18% in Q4 2017, buying an estimated $38.2K and bringing the position to 23,600 shares worth $289K. The position accounts for 0.32% of the portfolio, ranked #52.

Independence Trust first reported a position in VALE in Q4 2016 and has held it in 5 quarters since. 336 funds tracked by Wall St. Rank hold VALE as of Q4 2017.

Independence Trust held 23,600 shares of Vale worth $289K as of Q4 2017.
Independence Trust bought 3,600 Vale shares in Q4 2017, an estimated $38.2K.
Vale made up 0.32% of Independence Trust's portfolio in Q4 2017, its #52 holding.
Independence Trust first reported a position in Vale in Q4 2016 and has held it in 5 quarters since.
336 funds tracked by Wall St. Rank held Vale as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.