TCI Wealth Advisors’s Vale VALE Stock Holding History

TCI Wealth 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
2021 Q1	–	Sell	-20	Closed	–	–	2240
2020 Q4	$0	Buy	+20	New	+$267	﹤0.01%	1676
2017 Q1	–	Sell	-760	Closed	-$6K	–	1383
2016 Q4	$6K	Hold	760	–	–	﹤0.01%	745
2016 Q3	$4K	Hold	760	–	–	﹤0.01%	813
2016 Q2	$4K	Buy	+760	New	+$3.56K	﹤0.01%	798
2016 Q1	–	Sell	-760	Closed	-$3K	–	1414
2015 Q4	$3K	Hold	760	–	–	﹤0.01%	820
2015 Q3	$3K	Hold	760	–	–	﹤0.01%	746
2015 Q2	$4K	Hold	760	–	–	﹤0.01%	701
2015 Q1	$4K	Hold	760	–	–	﹤0.01%	628
2014 Q4	$6K	Hold	760	–	–	﹤0.01%	534
2014 Q3	$8K	Hold	760	–	–	0.01%	488
2014 Q2	$10K	Buy	+760	New	+$10.3K	0.01%	461

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return