Lenox Wealth Advisors’s Vale S A VALE.P Stock Holding History

Lenox Wealth Advisors’s Portfolio VALE.P Stock Details VALE.P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-120	Closed	-$1K	–	575
2017 Q4	$1K	Buy	+120	New	+$1.14K	﹤0.01%	375

Other funds holding VALE.P

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

Lenox Wealth Advisors's VALE.P Position: Q1 2018 in Review

Lenox Wealth Advisors sold out of Vale S A (VALE.P) in Q1 2018, closing a stake of 120 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in VALE.P in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 3 funds tracked by Wall St. Rank hold VALE.P as of Q1 2018.

Lenox Wealth Advisors reported no remaining Vale S A position as of Q1 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 120 Vale S A shares in Q1 2018, an estimated $1K.
Lenox Wealth Advisors first reported a position in Vale S A in Q4 2017 and held it in 1 quarter.
Lenox Wealth Advisors's Vale S A position peaked at $1K in Q4 2017.
3 funds tracked by Wall St. Rank held Vale S A as of Q1 2018.

Based on Lenox Wealth Advisors's 13F filing for Q1 2018, filed 13 Apr 2018.