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Robert N. Shapiro’s Vale VALE Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$102K Sell
12,409
-2,060
-14% -$19.3K 0.02% 350
2014
Q3 		$158K Hold
14,469
– – 0.03% 308
2014
Q2 		$191K Sell
14,469
-8,215
-36% -$111K 0.04% 278
2014
Q1 		$313K Sell
22,684
-2,700
-11% -$36.9K 0.06% 220
2013
Q4 		$387K Sell
25,384
-16,655
-40% -$259K 0.07% 203
2013
Q3 		$657K Buy
42,039
+23,540
+127% +$348K 0.12% 154
2013
Q2 		$244K Buy
+18,499
New +$290K 0.05% 238

Other funds holding VALE

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Robert N. Shapiro's VALE Position: Q4 2014 in Review

Robert N. Shapiro reduced its Vale (VALE) stake by 14% in Q4 2014, selling an estimated $19.3K and leaving 12,409 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #350.

Robert N. Shapiro first reported a position in VALE in Q2 2013 and has held it in 7 quarters since. The position peaked at $657K in Q3 2013. 302 funds tracked by Wall St. Rank hold VALE as of Q4 2014.

  • Robert N. Shapiro held 12,409 shares of Vale worth $102K as of Q4 2014.
  • Robert N. Shapiro sold 2,060 Vale shares in Q4 2014, an estimated $19.3K.
  • Vale made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #350 holding.
  • Robert N. Shapiro first reported a position in Vale in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Vale position peaked at $657K in Q3 2013.
  • 302 funds tracked by Wall St. Rank held Vale as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.