VSWA
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Vontobel Swiss Wealth Advisors’s Vale VALE Stock Holding History

Vontobel Swiss 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
2015
Q2 		– Sell
-12,000
Closed -$68K – 43
2015
Q1 		$68K Hold
12,000
– – 0.05% 43
2014
Q4 		$98K Buy
+12,000
New +$112K 0.07% 41

Other funds holding VALE

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's VALE Position: Q2 2015 in Review

Vontobel Swiss Wealth Advisors sold out of Vale (VALE) in Q2 2015, closing a stake of 12,000 shares — an estimated $68K sold.

Vontobel Swiss Wealth Advisors first reported a position in VALE in Q4 2014 and held it in 2 quarters. The position peaked at $98K in Q4 2014. 284 funds tracked by Wall St. Rank hold VALE as of Q2 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining Vale position as of Q2 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 12,000 Vale shares in Q2 2015, an estimated $68K.
  • Vontobel Swiss Wealth Advisors first reported a position in Vale in Q4 2014 and held it in 2 quarters.
  • Vontobel Swiss Wealth Advisors's Vale position peaked at $98K in Q4 2014.
  • 284 funds tracked by Wall St. Rank held Vale as of Q2 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.