RIA
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Regal Investment Advisors’s Vale VALE Stock Holding History

Regal Investment Advisors’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,460
Closed -$10K – 850
2015
Q3 		$10K Sell
2,460
-1,394
-36% -$7.12K ﹤0.01% 699
2015
Q2 		$22K Sell
3,854
-794
-17% -$5.32K 0.01% 544
2015
Q1 		$26K Sell
4,648
-5,125
-52% -$37.2K 0.01% 528
2014
Q4 		$80K Buy
9,773
+3,792
+63% +$35.5K 0.02% 341
2014
Q3 		$66K Buy
5,981
+955
+19% +$12.8K 0.02% 369
2014
Q2 		$66K Buy
5,026
+2,286
+83% +$30.8K 0.02% 341
2014
Q1 		$38K Sell
2,740
-54
-2% -$738 0.02% 397
2013
Q4 		$43K Buy
2,794
+34
+1% +$529 0.02% 312
2013
Q3 		$43K Buy
2,760
+2,660
+2,660% +$39.4K 0.03% 324
2013
Q2 		$1K Buy
+100
New +$1.57K ﹤0.01% 859

Other funds holding VALE

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return