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Shikiar Asset Management’s Rio Tinto RIO Stock Holding History

Shikiar Asset Management’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
2017
Q4 		– Sell
-7,075
Closed -$334K – 99
2017
Q3 		$334K Sell
7,075
-8,750
-55% -$407K 0.15% 74
2017
Q2 		$670K Sell
15,825
-2,350
-13% -$94.2K 0.29% 58
2017
Q1 		$739K Buy
+18,175
New +$772K 0.33% 56

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State Farm Mutual Automobile Insurance
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Shikiar Asset Management's RIO Position: Q4 2017 in Review

Shikiar Asset Management sold out of Rio Tinto (RIO) in Q4 2017, closing a stake of 7,075 shares — an estimated $334K sold.

Shikiar Asset Management first reported a position in RIO in Q1 2017 and held it in 3 quarters. The position peaked at $739K in Q1 2017. 372 funds tracked by Wall St. Rank hold RIO as of Q4 2017.

  • Shikiar Asset Management reported no remaining Rio Tinto position as of Q4 2017 after selling out during the quarter.
  • Shikiar Asset Management sold 7,075 Rio Tinto shares in Q4 2017, an estimated $334K.
  • Shikiar Asset Management first reported a position in Rio Tinto in Q1 2017 and held it in 3 quarters.
  • Shikiar Asset Management's Rio Tinto position peaked at $739K in Q1 2017.
  • 372 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2017.

Based on Shikiar Asset Management's 13F filing for Q4 2017, filed 26 Jan 2018.