Wealthcare Capital Management’s Rio Tinto RIO Stock Holding History

Wealthcare Capital Management’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
2020 Q1	–	Sell	-82	Closed	-$5K	–	556
2019 Q4	$5K	Buy	+82	New	+$4.45K	﹤0.01%	249
2015 Q3	–	Sell	-242	Closed	-$10K	–	357
2015 Q2	$10K	Sell	242 -300	-55%	-$13.2K	﹤0.01%	207
2015 Q1	$22K	Buy	+542	New	+$24.5K	﹤0.01%	385

Other funds holding RIO

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wealthcare Capital Management's RIO Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Rio Tinto (RIO) in Q1 2020, closing a stake of 82 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in RIO in Q1 2015 and held it in 3 quarters. The position peaked at $22K in Q1 2015. 390 funds tracked by Wall St. Rank hold RIO as of Q1 2020.

Wealthcare Capital Management reported no remaining Rio Tinto position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 82 Rio Tinto shares in Q1 2020, an estimated $5K.
Wealthcare Capital Management first reported a position in Rio Tinto in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Rio Tinto position peaked at $22K in Q1 2015.
390 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.