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Orca Investment Management’s Rio Tinto RIO Stock Holding History

Orca Investment Management’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
2016
Q4 		– Sell
-33,950
Closed -$1.13M – 76
2016
Q3 		$1.13M Buy
+33,950
New +$1.08M 1.18% 31

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IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orca Investment Management's RIO Position: Q4 2016 in Review

Orca Investment Management sold out of Rio Tinto (RIO) in Q4 2016, closing a stake of 33,950 shares — an estimated $1.13M sold.

Orca Investment Management first reported a position in RIO in Q3 2016 and held it in 1 quarter. The position peaked at $1.13M in Q3 2016. 302 funds tracked by Wall St. Rank hold RIO as of Q4 2016.

  • Orca Investment Management reported no remaining Rio Tinto position as of Q4 2016 after selling out during the quarter.
  • Orca Investment Management sold 33,950 Rio Tinto shares in Q4 2016, an estimated $1.13M.
  • Orca Investment Management first reported a position in Rio Tinto in Q3 2016 and held it in 1 quarter.
  • Orca Investment Management's Rio Tinto position peaked at $1.13M in Q3 2016.
  • 302 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2016.

Based on Orca Investment Management's 13F filing for Q4 2016, filed 26 Jan 2017.