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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 $733B AUM 35.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $372M AUM 18.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return