PWLP
VALE.P

Prio Wealth Limited Partnership’s Vale S A VALE.P Stock Holding History

Prio Wealth Limited Partnership’s Portfolio VALE.P Stock Details VALE.P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-68,000
Closed -$952K – 261
2013
Q4 		$952K Sell
68,000
-10,300
-13% -$146K 0.05% 150
2013
Q3 		$1.11M Hold
78,300
– – 0.06% 137
2013
Q2 		$952K Buy
+78,300
New +$1.16M 0.06% 143

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BG
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Vanguard Group
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MIP
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Schroder Investment Management Group
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Grantham, Mayo, Van Otterloo & Co (GMO)
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return