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Wealthspire Advisors (Maryland)’s Vale VALE Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-2,382
Closed -$31K – 1968
2019
Q1 		$31K Sell
2,382
-1,020
-30% -$13.2K ﹤0.01% 1102
2018
Q4 		$45K Hold
3,402
– – ﹤0.01% 903
2018
Q3 		$50K Buy
3,402
+62
+2% +$837 ﹤0.01% 977
2018
Q2 		$43K Buy
3,340
+20
+0.6% +$273 ﹤0.01% 1040
2018
Q1 		$42K Buy
3,320
+1,000
+43% +$13.2K ﹤0.01% 1054
2017
Q4 		$28K Buy
2,320
+22
+1% +$234 ﹤0.01% 1225
2017
Q3 		$23K Sell
2,298
-27
-1% -$272 ﹤0.01% 1257
2017
Q2 		$20K Buy
2,325
+2,131
+1,098% +$18.1K ﹤0.01% 1274
2017
Q1 		$2K Buy
+194
New +$1.93K ﹤0.01% 1722

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Wealthspire Advisors (Maryland) sold out of Vale (VALE) in Q2 2019, closing a stake of 2,382 shares — an estimated $31K sold.

Wealthspire Advisors (Maryland) first reported a position in VALE in Q1 2017 and held it in 9 quarters. The position peaked at $50K in Q3 2018. 308 funds tracked by Wall St. Rank hold VALE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Vale position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,382 Vale shares in Q2 2019, an estimated $31K.
  • Wealthspire Advisors (Maryland) first reported a position in Vale in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Vale position peaked at $50K in Q3 2018.
  • 308 funds tracked by Wall St. Rank held Vale as of Q2 2019.

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