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Prio Wealth Limited Partnership’s Rio Tinto RIO Stock Holding History

Prio Wealth Limited Partnership’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
2015
Q4 		– Sell
-8,005
Closed -$270K – 249
2015
Q3 		$270K Sell
8,005
-6,520
-45% -$244K 0.02% 219
2015
Q2 		$598K Sell
14,525
-2,400
-14% -$105K 0.03% 169
2015
Q1 		$700K Sell
16,925
-1,152
-6% -$52.1K 0.03% 164
2014
Q4 		$832K Sell
18,077
-3,120
-15% -$147K 0.04% 153
2014
Q3 		$1.04M Sell
21,197
-5,440
-20% -$300K 0.05% 141
2014
Q2 		$1.45M Sell
26,637
-1,000
-4% -$54.2K 0.07% 130
2014
Q1 		$1.54M Sell
27,637
-4,979
-15% -$271K 0.08% 130
2013
Q4 		$1.84M Sell
32,616
-4,588
-12% -$239K 0.09% 127
2013
Q3 		$1.81M Buy
37,204
+1,100
+3% +$51.3K 0.1% 126
2013
Q2 		$1.48M Buy
+36,104
New +$1.61M 0.09% 129

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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return