TrueWealth LLC’s Rio Tinto RIO Stock Holding History

TrueWealth LLC’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
2019 Q2	–	Sell	-72	Closed	-$4K	–	761
2019 Q1	$4K	Hold	72	–	–	﹤0.01%	610
2018 Q4	$3K	Hold	72	–	–	﹤0.01%	628
2018 Q3	$4K	Hold	72	–	–	﹤0.01%	657
2018 Q2	$4K	Hold	72	–	–	﹤0.01%	664
2018 Q1	$4K	Hold	72	–	–	﹤0.01%	626
2017 Q4	$4K	Buy	+72	New	+$3.51K	﹤0.01%	717

Other funds holding RIO

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TrueWealth LLC's RIO Position: Q2 2019 in Review

TrueWealth LLC sold out of Rio Tinto (RIO) in Q2 2019, closing a stake of 72 shares — an estimated $4K sold.

TrueWealth LLC first reported a position in RIO in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q1 2019. 427 funds tracked by Wall St. Rank hold RIO as of Q2 2019.

TrueWealth LLC reported no remaining Rio Tinto position as of Q2 2019 after selling out during the quarter.
TrueWealth LLC sold 72 Rio Tinto shares in Q2 2019, an estimated $4K.
TrueWealth LLC first reported a position in Rio Tinto in Q4 2017 and held it in 6 quarters.
TrueWealth LLC's Rio Tinto position peaked at $4K in Q1 2019.
427 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2019.

Based on TrueWealth LLC's 13F filing for Q2 2019, filed 10 Jul 2019.