Wealthspire Advisors (Maryland)’s Rio Tinto RIO Stock Holding History

Wealthspire Advisors (Maryland)’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	-1,287	Closed	-$76K	–	1669
2019 Q1	$76K	Sell	1,287 -233	-15%	-$12.8K	0.01%	742
2018 Q4	$74K	Sell	1,520 -258	-15%	-$12.6K	0.01%	711
2018 Q3	$91K	Sell	1,778 -64	-3%	-$3.26K	0.01%	732
2018 Q2	$102K	Sell	1,842 -106	-5%	-$5.94K	0.01%	699
2018 Q1	$100K	Sell	1,948 -22	-1%	-$1.2K	0.01%	714
2017 Q4	$104K	Buy	1,970 +31	+2%	+$1.51K	0.01%	701
2017 Q3	$92K	Buy	1,939 +72	+4%	+$3.35K	0.01%	749
2017 Q2	$79K	Sell	1,867 -38	-2%	-$1.52K	0.01%	789
2017 Q1	$77K	Buy	1,905 +216	+13%	+$9.18K	0.01%	676
2016 Q4	$65K	Hold	1,689	–	–	0.01%	702
2016 Q3	$56K	Sell	1,689 -25	-1%	-$797	0.01%	743
2016 Q2	$54K	Hold	1,714	–	–	0.01%	716
2016 Q1	$48K	Buy	1,714 +269	+19%	+$7.16K	0.01%	713
2015 Q4	$42K	Buy	+1,445	New	+$48.9K	0.01%	764

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

Wealthspire Advisors (Maryland)'s RIO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Rio Tinto (RIO) in Q2 2019, closing a stake of 1,287 shares — an estimated $76K sold.

Wealthspire Advisors (Maryland) first reported a position in RIO in Q4 2015 and held it in 14 quarters. The position peaked at $104K in Q4 2017. 427 funds tracked by Wall St. Rank hold RIO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Rio Tinto position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,287 Rio Tinto shares in Q2 2019, an estimated $76K.
Wealthspire Advisors (Maryland) first reported a position in Rio Tinto in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Rio Tinto position peaked at $104K in Q4 2017.
427 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.