Stevens First Principles Investment Advisors’s Vale VALE Stock Holding History

Stevens First Principles Investment Advisors’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	–	Sell	-3,000	Closed	-$33K	–	243
2014 Q3	$33K	Buy	+3,000	New	+$40.1K	0.02%	163
2014 Q1	–	Sell	-8,000	Closed	-$122K	–	221
2013 Q4	$122K	Buy	8,000 +1,400	+21%	+$21.8K	0.07%	105
2013 Q3	$103K	Buy	6,600 +2,400	+57%	+$35.5K	0.06%	112
2013 Q2	$55K	Buy	+4,200	New	+$66K	0.04%	124

Other funds holding VALE

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Stevens First Principles Investment Advisors's VALE Position: Q4 2014 in Review

Stevens First Principles Investment Advisors sold out of Vale (VALE) in Q4 2014, closing a stake of 3,000 shares — an estimated $33K sold.

Stevens First Principles Investment Advisors first reported a position in VALE in Q2 2013 and held it in 4 quarters. The position peaked at $122K in Q4 2013. 302 funds tracked by Wall St. Rank hold VALE as of Q4 2014.

Stevens First Principles Investment Advisors reported no remaining Vale position as of Q4 2014 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 3,000 Vale shares in Q4 2014, an estimated $33K.
Stevens First Principles Investment Advisors first reported a position in Vale in Q2 2013 and held it in 4 quarters.
Stevens First Principles Investment Advisors's Vale position peaked at $122K in Q4 2013.
302 funds tracked by Wall St. Rank held Vale as of Q4 2014.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.