Mariner Wealth Advisors (Cincinnati)’s Rio Tinto RIO Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$378K	Sell	7,415 -29,711	-80%	-$1.51M	0.02%	221
2018 Q2	$2.06M	Sell	37,126 -1,418	-4%	-$79.4K	0.12%	103
2018 Q1	$1.99M	Buy	38,544 +3,966	+11%	+$216K	0.12%	98
2017 Q4	$1.83M	Sell	34,578 -3,865	-10%	-$189K	0.11%	95
2017 Q3	$1.81M	Sell	38,443 -9,374	-20%	-$436K	0.12%	100
2017 Q2	$2.02M	Sell	47,817 -281,949	-85%	-$11.3M	0.14%	93
2017 Q1	$13.4M	Buy	329,766 +23,726	+8%	+$1.01M	0.97%	45
2016 Q4	$11.8M	Buy	306,040 +298,360	+3,885%	+$10.9M	0.92%	46
2016 Q3	$257K	Sell	7,680 -890	-10%	-$28.4K	0.02%	225
2016 Q2	$268K	Sell	8,570 -855	-9%	-$25.5K	0.02%	220
2016 Q1	$266K	Sell	9,425 -765	-8%	-$20.4K	0.03%	203
2015 Q4	$297K	Buy	+10,190	New	+$345K	0.03%	193
2015 Q1	$481K	Buy	11,620 +958	+9%	+$43.3K	0.07%	110
2014 Q4	$491K	Buy	10,662 +317	+3%	+$14.9K	0.07%	105
2014 Q3	$509K	Buy	10,345 +50	+0.5%	+$2.76K	0.08%	105
2014 Q2	$559K	Buy	10,295 +485	+5%	+$26.3K	0.09%	88
2014 Q1	$548K	Sell	9,810 -379	-4%	-$20.7K	0.09%	83
2013 Q4	$575K	Buy	10,189 +194	+2%	+$10.1K	0.09%	85
2013 Q3	$487K	Buy	9,995 +835	+9%	+$38.9K	0.09%	83
2013 Q2	$376K	Buy	+9,160	New	+$409K	0.07%	87

Other funds holding RIO

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s RIO Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Rio Tinto (RIO) stake by 80% in Q3 2018, selling an estimated $1.51M and leaving 7,415 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #221.

Mariner Wealth Advisors (Cincinnati) first reported a position in RIO in Q2 2013 and has held it in 20 quarters since. The position peaked at $13.4M in Q1 2017. 392 funds tracked by Wall St. Rank hold RIO as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 7,415 shares of Rio Tinto worth $378K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 29,711 Rio Tinto shares in Q3 2018, an estimated $1.51M.
Rio Tinto made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #221 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Rio Tinto in Q2 2013 and has held it in 20 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Rio Tinto position peaked at $13.4M in Q1 2017.
392 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.