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West Oak Capital’s Vale VALE Stock Holding History

West Oak Capital’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
2015
Q3 		– Sell
-62
Closed -$365 – 310
2015
Q2 		$365 Hold
62
– – ﹤0.01% 297
2015
Q1 		$350 Hold
62
– – ﹤0.01% 299
2014
Q4 		$507 Hold
62
– – ﹤0.01% 306
2014
Q3 		$683 Hold
62
– – ﹤0.01% 289
2014
Q2 		$820 Hold
62
– – ﹤0.01% 280
2014
Q1 		$857 Hold
62
– – ﹤0.01% 277
2013
Q4 		$946 Hold
62
– – ﹤0.01% 275
2013
Q3 		$968 Hold
62
– – ﹤0.01% 273
2013
Q2 		$815 Buy
+62
New +$974 ﹤0.01% 273

Other funds holding VALE

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Oak Capital's VALE Position: Q3 2015 in Review

West Oak Capital sold out of Vale (VALE) in Q3 2015, closing a stake of 62 shares — an estimated $365 sold.

West Oak Capital first reported a position in VALE in Q2 2013 and held it in 9 quarters. The position peaked at $968 in Q3 2013. 265 funds tracked by Wall St. Rank hold VALE as of Q3 2015.

  • West Oak Capital reported no remaining Vale position as of Q3 2015 after selling out during the quarter.
  • West Oak Capital sold 62 Vale shares in Q3 2015, an estimated $365.
  • West Oak Capital first reported a position in Vale in Q2 2013 and held it in 9 quarters.
  • West Oak Capital's Vale position peaked at $968 in Q3 2013.
  • 265 funds tracked by Wall St. Rank held Vale as of Q3 2015.

Based on West Oak Capital's 13F filing for Q3 2015, filed 2 Oct 2015.