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Omnia Family Wealth’s Rio Tinto RIO Stock Holding History

Omnia Family Wealth’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
2017
Q4 		– Sell
-244
Closed -$12K – 632
2017
Q3 		$12K Buy
244
+6
+3% +$279 0.01% 256
2017
Q2 		$10K Buy
238
+7
+3% +$281 ﹤0.01% 285
2017
Q1 		$10K Hold
231
– – ﹤0.01% 285
2016
Q4 		$9K Buy
+231
New +$8.47K ﹤0.01% 305

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Omnia Family Wealth's RIO Position: Q4 2017 in Review

Omnia Family Wealth sold out of Rio Tinto (RIO) in Q4 2017, closing a stake of 244 shares — an estimated $12K sold.

Omnia Family Wealth first reported a position in RIO in Q4 2016 and held it in 4 quarters. The position peaked at $12K in Q3 2017. 372 funds tracked by Wall St. Rank hold RIO as of Q4 2017.

  • Omnia Family Wealth reported no remaining Rio Tinto position as of Q4 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 244 Rio Tinto shares in Q4 2017, an estimated $12K.
  • Omnia Family Wealth first reported a position in Rio Tinto in Q4 2016 and held it in 4 quarters.
  • Omnia Family Wealth's Rio Tinto position peaked at $12K in Q3 2017.
  • 372 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2017.

Based on Omnia Family Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.