Lee Financial’s Vale VALE Stock Holding History

Lee Financial’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
2018 Q3	–	Sell	-150	Closed	-$2K	–	718
2018 Q2	$2K	Buy	+150	New	+$2.05K	﹤0.01%	736

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Lee Financial's VALE Position: Q3 2018 in Review

Lee Financial sold out of Vale (VALE) in Q3 2018, closing a stake of 150 shares — an estimated $2K sold.

Lee Financial first reported a position in VALE in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 350 funds tracked by Wall St. Rank hold VALE as of Q3 2018.

Lee Financial reported no remaining Vale position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 150 Vale shares in Q3 2018, an estimated $2K.
Lee Financial first reported a position in Vale in Q2 2018 and held it in 1 quarter.
Lee Financial's Vale position peaked at $2K in Q2 2018.
350 funds tracked by Wall St. Rank held Vale as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.