JNBA Financial Advisors’s Vale VALE Stock Holding History

JNBA Financial Advisors’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
2016 Q4	–	Sell	-1,230	Closed	-$7K	–	1313
2016 Q3	$7K	Buy	1,230 +1,030	+515%	+$5.65K	﹤0.01%	1144
2016 Q2	$1K	Hold	200	–	–	﹤0.01%	493
2016 Q1	$1K	Hold	200	–	–	﹤0.01%	523
2015 Q4	$1K	Hold	200	–	–	﹤0.01%	503
2015 Q3	$1K	Hold	200	–	–	﹤0.01%	509
2015 Q2	$1K	Hold	200	–	–	﹤0.01%	509
2015 Q1	$1K	Hold	200	–	–	﹤0.01%	512
2014 Q4	$2K	Hold	200	–	–	﹤0.01%	502
2014 Q3	$2K	Hold	200	–	–	﹤0.01%	539
2014 Q2	$3K	Hold	200	–	–	﹤0.01%	446
2014 Q1	$3K	Sell	200 -800	-80%	-$10.9K	﹤0.01%	417
2013 Q4	$15K	Hold	1,000	–	–	0.01%	284
2013 Q3	$16K	Hold	1,000	–	–	0.01%	260
2013 Q2	$13K	Buy	+1,000	New	+$15.7K	0.01%	242

Other funds holding VALE

SII

Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

CGM

Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

JNBA Financial Advisors's VALE Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Vale (VALE) in Q4 2016, closing a stake of 1,230 shares — an estimated $7K sold.

JNBA Financial Advisors first reported a position in VALE in Q2 2013 and held it in 14 quarters. The position peaked at $16K in Q3 2013. 270 funds tracked by Wall St. Rank hold VALE as of Q4 2016.

JNBA Financial Advisors reported no remaining Vale position as of Q4 2016 after selling out during the quarter.
JNBA Financial Advisors sold 1,230 Vale shares in Q4 2016, an estimated $7K.
JNBA Financial Advisors first reported a position in Vale in Q2 2013 and held it in 14 quarters.
JNBA Financial Advisors's Vale position peaked at $16K in Q3 2013.
270 funds tracked by Wall St. Rank held Vale as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.