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VALE icon

Wealthquest’s Vale VALE Stock Holding History

Wealthquest’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
2019
Q1 		– Sell
-16,900
Closed -$222K – 140
2018
Q4 		$222K Buy
+16,900
New +$242K 0.09% 117
2015
Q3 		– Sell
-16,900
Closed -$100K – 53
2015
Q2 		$100K Hold
16,900
– – 0.15% 49
2015
Q1 		$95K Hold
16,900
– – 0.14% 51
2014
Q4 		$138K Buy
+16,900
New +$158K 0.14% 53

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Wealthquest's VALE Position: Q1 2019 in Review

Wealthquest sold out of Vale (VALE) in Q1 2019, closing a stake of 16,900 shares — an estimated $222K sold.

Wealthquest first reported a position in VALE in Q4 2014 and held it in 4 quarters. The position peaked at $222K in Q4 2018. 330 funds tracked by Wall St. Rank hold VALE as of Q1 2019.

  • Wealthquest reported no remaining Vale position as of Q1 2019 after selling out during the quarter.
  • Wealthquest sold 16,900 Vale shares in Q1 2019, an estimated $222K.
  • Wealthquest first reported a position in Vale in Q4 2014 and held it in 4 quarters.
  • Wealthquest's Vale position peaked at $222K in Q4 2018.
  • 330 funds tracked by Wall St. Rank held Vale as of Q1 2019.

Based on Wealthquest's 13F filing for Q1 2019, filed 18 Apr 2019.