O'Brien Wealth Partners’s Vale VALE Stock Holding History

O'Brien Wealth Partners’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
2018 Q4	–	Sell	-324	Closed	-$5K	–	186
2018 Q3	$5K	Buy	+324	New	+$4.37K	﹤0.01%	160

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

O'Brien Wealth Partners's VALE Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Vale (VALE) in Q4 2018, closing a stake of 324 shares — an estimated $5K sold.

O'Brien Wealth Partners first reported a position in VALE in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 362 funds tracked by Wall St. Rank hold VALE as of Q4 2018.

O'Brien Wealth Partners reported no remaining Vale position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 324 Vale shares in Q4 2018, an estimated $5K.
O'Brien Wealth Partners first reported a position in Vale in Q3 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Vale position peaked at $5K in Q3 2018.
362 funds tracked by Wall St. Rank held Vale as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.