JFA
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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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $209B AUM 15.5% 1-Year Est. Return