Lenox Wealth Management’s Rio Tinto RIO Stock Holding History

Lenox Wealth Management’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
2020 Q2	$4K	Hold	81	–	–	﹤0.01%	565
2020 Q1	$3K	Sell	81 -24	-23%	-$1.23K	﹤0.01%	561
2019 Q4	$6K	Hold	105	–	–	﹤0.01%	512
2019 Q3	$5K	Hold	105	–	–	﹤0.01%	541
2019 Q2	$6K	Hold	105	–	–	﹤0.01%	499
2019 Q1	$7K	Hold	105	–	–	﹤0.01%	481
2018 Q4	$5K	Buy	+105	New	+$5.12K	﹤0.01%	469
2018 Q3	–	Sell	-49	Closed	-$3K	–	660
2018 Q2	$3K	Buy	+49	New	+$2.74K	﹤0.01%	476
2015 Q4	–	Sell	-63	Closed	-$2K	–	263
2015 Q3	$2K	Sell	63 -1	-2%	-$37	﹤0.01%	137
2015 Q2	$3K	Buy	+64	New	+$2.81K	﹤0.01%	141
2015 Q1	–	Sell	-268	Closed	-$12.1K	–	155
2014 Q4	$12K	Hold	268	–	–	0.01%	118
2014 Q3	$13K	Hold	268	–	–	0.01%	119
2014 Q2	$15K	Hold	268	–	–	0.01%	118
2014 Q1	$15K	Hold	268	–	–	0.01%	133
2013 Q4	$15K	Buy	+268	New	+$13.9K	0.01%	131

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Lenox Wealth Management's RIO Position: Q2 2020 in Review

Lenox Wealth Management held its Rio Tinto (RIO) position steady in Q2 2020 at 81 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Lenox Wealth Management first reported a position in RIO in Q4 2013 and has held it in 15 quarters since. The position peaked at $15K in Q2 2014. 417 funds tracked by Wall St. Rank hold RIO as of Q2 2020.

Lenox Wealth Management held 81 shares of Rio Tinto worth $4K as of Q2 2020.
Lenox Wealth Management left its Rio Tinto share count unchanged in Q2 2020.
Rio Tinto made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #565 holding.
Lenox Wealth Management first reported a position in Rio Tinto in Q4 2013 and has held it in 15 quarters since.
Lenox Wealth Management's Rio Tinto position peaked at $15K in Q2 2014.
417 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.