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Reilly Financial Advisors’s Vale VALE Stock Holding History

Reilly Financial 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
Q3 		– Sell
-1,000
Closed -$6K – 1392
2015
Q2 		$6K Buy
+1,000
New +$6.7K ﹤0.01% 1023
2014
Q2 		– Sell
-1,001
Closed -$14K – 855
2014
Q1 		$14K Hold
1,001
– – ﹤0.01% 500
2013
Q4 		$15K Hold
1,001
– – ﹤0.01% 454
2013
Q3 		$16K Sell
1,001
-200
-17% -$2.96K ﹤0.01% 386
2013
Q2 		$15K Buy
+1,201
New +$18.9K ﹤0.01% 397

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 $846B AUM 46.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Reilly Financial Advisors's VALE Position: Q3 2015 in Review

Reilly Financial Advisors sold out of Vale (VALE) in Q3 2015, closing a stake of 1,000 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in VALE in Q2 2013 and held it in 5 quarters. The position peaked at $16K in Q3 2013. 265 funds tracked by Wall St. Rank hold VALE as of Q3 2015.

  • Reilly Financial Advisors reported no remaining Vale position as of Q3 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,000 Vale shares in Q3 2015, an estimated $6K.
  • Reilly Financial Advisors first reported a position in Vale in Q2 2013 and held it in 5 quarters.
  • Reilly Financial Advisors's Vale position peaked at $16K in Q3 2013.
  • 265 funds tracked by Wall St. Rank held Vale as of Q3 2015.

Based on Reilly Financial Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.