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Squar Milner Financial Services’s Vale VALE Stock Holding History

Squar Milner Financial Services’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
2019
Q2 		– Sell
-444
Closed -$5K – 891
2019
Q1 		$5K Buy
+444
New +$5.74K ﹤0.01% 670

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Squar Milner Financial Services's VALE Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Vale (VALE) in Q2 2019, closing a stake of 444 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in VALE in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 308 funds tracked by Wall St. Rank hold VALE as of Q2 2019.

  • Squar Milner Financial Services reported no remaining Vale position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 444 Vale shares in Q2 2019, an estimated $5K.
  • Squar Milner Financial Services first reported a position in Vale in Q1 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Vale position peaked at $5K in Q1 2019.
  • 308 funds tracked by Wall St. Rank held Vale as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.