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Independent Portfolio Consultants’s Rio Tinto RIO Stock Holding History

Independent Portfolio Consultants’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
2015
Q2 		– Sell
-43
Closed -$2K – 1006
2015
Q1 		$2K Buy
+43
New +$1.94K ﹤0.01% 882
2014
Q3 		– Sell
-1,365
Closed -$74K – 927
2014
Q2 		$74K Buy
+1,365
New +$74K 0.02% 577

Other funds holding RIO

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Independent Portfolio Consultants's RIO Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Rio Tinto (RIO) in Q2 2015, closing a stake of 43 shares — an estimated $2K sold.

Independent Portfolio Consultants first reported a position in RIO in Q2 2014 and held it in 2 quarters. The position peaked at $74K in Q2 2014. 295 funds tracked by Wall St. Rank hold RIO as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Rio Tinto position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 43 Rio Tinto shares in Q2 2015, an estimated $2K.
  • Independent Portfolio Consultants first reported a position in Rio Tinto in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Rio Tinto position peaked at $74K in Q2 2014.
  • 295 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.