Waldron Private Wealth’s Vale VALE Stock Holding History

Waldron Private Wealth’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 Q2	–	Sell	-11,615	Closed	-$147K	–	188
2018 Q1	$147K	Hold	11,615	–	–	0.03%	167
2017 Q4	$142K	Hold	11,615	–	–	0.03%	167
2017 Q3	$116K	Hold	11,615	–	–	0.03%	151
2017 Q2	$101K	Buy	+11,615	New	+$98.7K	0.03%	134

Other funds holding VALE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Waldron Private Wealth's VALE Position: Q2 2018 in Review

Waldron Private Wealth sold out of Vale (VALE) in Q2 2018, closing a stake of 11,615 shares — an estimated $147K sold.

Waldron Private Wealth first reported a position in VALE in Q2 2017 and held it in 4 quarters. The position peaked at $147K in Q1 2018. 342 funds tracked by Wall St. Rank hold VALE as of Q2 2018.

Waldron Private Wealth reported no remaining Vale position as of Q2 2018 after selling out during the quarter.
Waldron Private Wealth sold 11,615 Vale shares in Q2 2018, an estimated $147K.
Waldron Private Wealth first reported a position in Vale in Q2 2017 and held it in 4 quarters.
Waldron Private Wealth's Vale position peaked at $147K in Q1 2018.
342 funds tracked by Wall St. Rank held Vale as of Q2 2018.

Based on Waldron Private Wealth's 13F filing for Q2 2018, filed 9 Aug 2018.