Joel Isaacson & Co’s Rio Tinto RIO Stock Holding History

Joel Isaacson & Co’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 Q3	–	Sell	-700	Closed	-$29K	–	770
2015 Q2	$29K	Hold	700	–	–	0.01%	447
2015 Q1	$29K	Hold	700	–	–	0.01%	430
2014 Q4	$32K	Hold	700	–	–	0.01%	372
2014 Q3	$34K	Hold	700	–	–	0.01%	355
2014 Q2	$38K	Hold	700	–	–	0.01%	338
2014 Q1	$39K	Hold	700	–	–	0.01%	327
2013 Q4	$40K	Hold	700	–	–	0.01%	301
2013 Q3	$34K	Hold	700	–	–	0.01%	302
2013 Q2	$29K	Buy	+700	New	+$31.2K	0.01%	281

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

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

SCM

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Joel Isaacson & Co's RIO Position: Q3 2015 in Review

Joel Isaacson & Co sold out of Rio Tinto (RIO) in Q3 2015, closing a stake of 700 shares — an estimated $29K sold.

Joel Isaacson & Co first reported a position in RIO in Q2 2013 and held it in 9 quarters. The position peaked at $40K in Q4 2013. 282 funds tracked by Wall St. Rank hold RIO as of Q3 2015.

Joel Isaacson & Co reported no remaining Rio Tinto position as of Q3 2015 after selling out during the quarter.
Joel Isaacson & Co sold 700 Rio Tinto shares in Q3 2015, an estimated $29K.
Joel Isaacson & Co first reported a position in Rio Tinto in Q2 2013 and held it in 9 quarters.
Joel Isaacson & Co's Rio Tinto position peaked at $40K in Q4 2013.
282 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2015.

Based on Joel Isaacson & Co's 13F filing for Q3 2015, filed 21 Oct 2015.