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ProVise Management Group’s Rio Tinto RIO Stock Holding History

ProVise Management Group’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
Q3 		– Sell
-6,400
Closed -$271K – 337
2017
Q2 		$271K Sell
6,400
-7,800
-55% -$313K 0.04% 277
2017
Q1 		$578K Buy
14,200
+300
+2% +$12.7K 0.09% 196
2016
Q4 		$535K Buy
+13,900
New +$510K 0.09% 203

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
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

ProVise Management Group's RIO Position: Q3 2017 in Review

ProVise Management Group sold out of Rio Tinto (RIO) in Q3 2017, closing a stake of 6,400 shares — an estimated $271K sold.

ProVise Management Group first reported a position in RIO in Q4 2016 and held it in 3 quarters. The position peaked at $578K in Q1 2017. 336 funds tracked by Wall St. Rank hold RIO as of Q3 2017.

  • ProVise Management Group reported no remaining Rio Tinto position as of Q3 2017 after selling out during the quarter.
  • ProVise Management Group sold 6,400 Rio Tinto shares in Q3 2017, an estimated $271K.
  • ProVise Management Group first reported a position in Rio Tinto in Q4 2016 and held it in 3 quarters.
  • ProVise Management Group's Rio Tinto position peaked at $578K in Q1 2017.
  • 336 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2017.

Based on ProVise Management Group's 13F filing for Q3 2017, filed 8 Nov 2017.