Integrated Wealth Management (Palm Desert)’s Rio Tinto RIO Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q1	–	Sell	-1,597	Closed	-$47K	–	1303
2015 Q4	$47K	Hold	1,597	–	–	0.02%	403
2015 Q3	$54K	Buy	1,597 +17	+1%	+$636	0.02%	371
2015 Q2	$65K	Buy	1,580 +16	+1%	+$702	0.03%	340
2015 Q1	$64K	Buy	+1,564	New	+$70.7K	0.03%	345

Other funds holding RIO

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s RIO Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Rio Tinto (RIO) in Q1 2016, closing a stake of 1,597 shares — an estimated $47K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RIO in Q1 2015 and held it in 4 quarters. The position peaked at $65K in Q2 2015. 263 funds tracked by Wall St. Rank hold RIO as of Q1 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Rio Tinto position as of Q1 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,597 Rio Tinto shares in Q1 2016, an estimated $47K.
Integrated Wealth Management (Palm Desert) first reported a position in Rio Tinto in Q1 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s Rio Tinto position peaked at $65K in Q2 2015.
263 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.