Loring Wolcott & Coolidge Fiduciary Advisors’s Vale VALE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2015 Q1	–	Sell	-1,150	Closed	-$9K	–	641
2014 Q4	$9K	Hold	1,150	–	–	﹤0.01%	563
2014 Q3	$13K	Hold	1,150	–	–	﹤0.01%	516
2014 Q2	$15K	Hold	1,150	–	–	﹤0.01%	528
2014 Q1	$16K	Hold	1,150	–	–	﹤0.01%	511
2013 Q4	$18K	Hold	1,150	–	–	﹤0.01%	483
2013 Q3	$18K	Hold	1,150	–	–	﹤0.01%	452
2013 Q2	$15K	Buy	+1,150	New	+$18.1K	﹤0.01%	502

Other funds holding VALE

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.69% 1-Year Est. Return

SII

Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

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

CGT

Capital Guardian Trust Los Angeles, California $7.42B AUM 26.1% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's VALE Position: Q1 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vale (VALE) in Q1 2015, closing a stake of 1,150 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VALE in Q2 2013 and held it in 7 quarters. The position peaked at $18K in Q4 2013. 294 funds tracked by Wall St. Rank hold VALE as of Q1 2015.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vale position as of Q1 2015 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,150 Vale shares in Q1 2015, an estimated $9K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vale in Q2 2013 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vale position peaked at $18K in Q4 2013.
294 funds tracked by Wall St. Rank held Vale as of Q1 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2015, filed 6 May 2015.