Ropes Wealth Advisors’s Rio Tinto RIO Stock Holding History

Ropes Wealth Advisors’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
2019 Q4	–	Sell	-600	Closed	-$31K	–	554
2019 Q3	$31K	Sell	600 -100	-14%	-$5.43K	0.01%	381
2019 Q2	$44K	Sell	700 -2,500	-78%	-$150K	0.01%	351
2019 Q1	$188K	Hold	3,200	–	–	0.05%	222
2018 Q4	$155K	Sell	3,200 -4,100	-56%	-$200K	0.04%	231
2018 Q3	$372K	Hold	7,300	–	–	0.09%	169
2018 Q2	$405K	Buy	7,300 +2,000	+38%	+$112K	0.11%	157
2018 Q1	$273K	Hold	5,300	–	–	0.07%	194
2017 Q4	$281K	Sell	5,300 -70	-1%	-$3.42K	0.07%	190
2017 Q3	$253K	Hold	5,370	–	–	0.07%	197
2017 Q2	$227K	Hold	5,370	–	–	0.06%	207
2017 Q1	$218K	Sell	5,370 -1,400	-21%	-$59.5K	0.06%	209
2016 Q4	$260K	Hold	6,770	–	–	0.08%	176
2016 Q3	$226K	Hold	6,770	–	–	0.08%	186
2016 Q2	$212K	Buy	6,770 +2,500	+59%	+$74.7K	0.07%	181
2016 Q1	$121K	Sell	4,270 -1,200	-22%	-$31.9K	0.05%	178
2015 Q4	$159K	Hold	5,470	–	–	0.07%	169
2015 Q3	$185K	Sell	5,470 -2,926	-35%	-$110K	0.1%	137
2015 Q2	$346K	Sell	8,396 -742	-8%	-$32.6K	0.19%	91
2015 Q1	$378K	Buy	+9,138	New	+$413K	0.2%	89

Other funds holding RIO

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Ropes Wealth Advisors's RIO Position: Q4 2019 in Review

Ropes Wealth Advisors sold out of Rio Tinto (RIO) in Q4 2019, closing a stake of 600 shares — an estimated $31K sold.

Ropes Wealth Advisors first reported a position in RIO in Q1 2015 and held it in 19 quarters. The position peaked at $405K in Q2 2018. 427 funds tracked by Wall St. Rank hold RIO as of Q4 2019.

Ropes Wealth Advisors reported no remaining Rio Tinto position as of Q4 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 600 Rio Tinto shares in Q4 2019, an estimated $31K.
Ropes Wealth Advisors first reported a position in Rio Tinto in Q1 2015 and held it in 19 quarters.
Ropes Wealth Advisors's Rio Tinto position peaked at $405K in Q2 2018.
427 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2019.

Based on Ropes Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.