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Integrated Wealth Management (Palm Desert)’s Vale VALE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q4 		– Sell
-48
Closed – – 1388
2015
Q3 		$0 Hold
48
– – ﹤0.01% 1387
2015
Q2 		$0 Buy
+48
New +$321 ﹤0.01% 1471

Other funds holding VALE

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s VALE Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Vale (VALE) in Q4 2015, closing a stake of 48 shares.

Integrated Wealth Management (Palm Desert) first reported a position in VALE in Q2 2015 and held it in 2 quarters. The position peaked at $0 in Q3 2015. 241 funds tracked by Wall St. Rank hold VALE as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Vale position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 48 Vale shares in Q4 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in Vale in Q2 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Vale position peaked at $0 in Q3 2015.
  • 241 funds tracked by Wall St. Rank held Vale as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.