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Morningstar Investment Services’s Rio Tinto RIO Stock Holding History

Morningstar Investment Services’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
2014
Q4 		– Sell
-25,152
Closed -$1.24M – 227
2014
Q3 		$1.24M Buy
25,152
+800
+3% +$44.2K 0.06% 143
2014
Q2 		$1.32M Buy
24,352
+3,572
+17% +$194K 0.08% 132
2014
Q1 		$1.16M Buy
20,780
+3,372
+19% +$184K 0.08% 130
2013
Q4 		$982K Buy
17,408
+7,219
+71% +$376K 0.07% 147
2013
Q3 		$500K Buy
+10,189
New +$475K 0.04% 165

Other funds holding RIO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Morningstar Investment Services's RIO Position: Q4 2014 in Review

Morningstar Investment Services sold out of Rio Tinto (RIO) in Q4 2014, closing a stake of 25,152 shares — an estimated $1.24M sold.

Morningstar Investment Services first reported a position in RIO in Q3 2013 and held it in 5 quarters. The position peaked at $1.32M in Q2 2014. 301 funds tracked by Wall St. Rank hold RIO as of Q4 2014.

  • Morningstar Investment Services reported no remaining Rio Tinto position as of Q4 2014 after selling out during the quarter.
  • Morningstar Investment Services sold 25,152 Rio Tinto shares in Q4 2014, an estimated $1.24M.
  • Morningstar Investment Services first reported a position in Rio Tinto in Q3 2013 and held it in 5 quarters.
  • Morningstar Investment Services's Rio Tinto position peaked at $1.32M in Q2 2014.
  • 301 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2014.

Based on Morningstar Investment Services's 13F filing for Q4 2014, filed 5 Feb 2015.