RWA
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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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $197M AUM 86.77% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return