Lenox Wealth Advisors’s Rio Tinto RIO Stock Holding History

Lenox Wealth Advisors’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
2019 Q2	–	Sell	-45	Closed	-$3K	–	551
2019 Q1	$3K	Buy	+45	New	+$2.47K	﹤0.01%	476
2018 Q2	–	Sell	-43	Closed	-$2K	–	629
2018 Q1	$2K	Buy	+43	New	+$2.34K	﹤0.01%	480
2017 Q4	–	Sell	-96	Closed	-$5K	–	447
2017 Q3	$5K	Buy	+96	New	+$4.46K	﹤0.01%	80
2016 Q2	–	Sell	-13	Closed	–	–	251
2016 Q1	$0	Sell	13 -59	-82%	-$1.57K	﹤0.01%	384
2015 Q4	$2K	Sell	72 -164	-69%	-$5.54K	﹤0.01%	332
2015 Q3	$8K	Hold	236	–	–	﹤0.01%	208
2015 Q2	$10K	Buy	236 +13	+6%	+$571	﹤0.01%	143
2015 Q1	$9K	Hold	223	–	–	﹤0.01%	170
2014 Q4	$10K	Hold	223	–	–	﹤0.01%	169
2014 Q3	$11K	Buy	+223	New	+$12.3K	﹤0.01%	172

Other funds holding RIO

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

IAM

Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lenox Wealth Advisors's RIO Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Rio Tinto (RIO) in Q2 2019, closing a stake of 45 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in RIO in Q3 2014 and held it in 10 quarters. The position peaked at $11K in Q3 2014. 427 funds tracked by Wall St. Rank hold RIO as of Q2 2019.

Lenox Wealth Advisors reported no remaining Rio Tinto position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 45 Rio Tinto shares in Q2 2019, an estimated $3K.
Lenox Wealth Advisors first reported a position in Rio Tinto in Q3 2014 and held it in 10 quarters.
Lenox Wealth Advisors's Rio Tinto position peaked at $11K in Q3 2014.
427 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.