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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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return