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TRUE Private Wealth Advisors’s Vale VALE Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-755
Closed -$11.2K – 872
2018
Q3 		$11.2K Buy
+755
New +$10.2K ﹤0.01% 732

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TRUE Private Wealth Advisors's VALE Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Vale (VALE) in Q4 2018, closing a stake of 755 shares — an estimated $11.2K sold.

TRUE Private Wealth Advisors first reported a position in VALE in Q3 2018 and held it in 1 quarter. The position peaked at $11.2K in Q3 2018. 362 funds tracked by Wall St. Rank hold VALE as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Vale position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 755 Vale shares in Q4 2018, an estimated $11.2K.
  • TRUE Private Wealth Advisors first reported a position in Vale in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Vale position peaked at $11.2K in Q3 2018.
  • 362 funds tracked by Wall St. Rank held Vale as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.