WFG Advisors’s Rio Tinto RIO Stock Holding History

WFG Advisors’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
2017 Q2	$10K	Sell	231 -344	-60%	-$13.8K	﹤0.01%	1149
2017 Q1	$23K	Buy	575 +499	+657%	+$21.2K	0.01%	857
2016 Q4	$3K	Buy	76 +33	+77%	+$1.21K	﹤0.01%	1367
2016 Q3	$1K	Buy	43 +1	+2%	+$32	﹤0.01%	1493
2016 Q2	$1K	Buy	42 +1	+2%	+$30	﹤0.01%	1481
2016 Q1	$1K	Sell	41 -45	-52%	-$1.2K	﹤0.01%	1445
2015 Q4	$3K	Sell	86 -217	-72%	-$7.34K	﹤0.01%	1310
2015 Q3	$10K	Buy	303 +1	+0.3%	+$37	﹤0.01%	1092
2015 Q2	$12K	Buy	302 +1	+0.3%	+$44	﹤0.01%	1136
2015 Q1	$12K	Sell	301 -1,359	-82%	-$61.4K	﹤0.01%	1153
2014 Q4	$76K	Buy	1,660 +217	+15%	+$10.2K	0.02%	727
2014 Q3	$71K	Buy	1,443 +4	+0.3%	+$221	0.01%	795
2014 Q2	$78K	Buy	1,439 +7	+0.5%	+$380	0.01%	751
2014 Q1	$80K	Sell	1,432 -3,104	-68%	-$169K	0.02%	721
2013 Q4	$256K	Sell	4,536 -260	-5%	-$13.5K	0.04%	458
2013 Q3	$234K	Buy	4,796 +7	+0.1%	+$327	0.04%	447
2013 Q2	$197K	Buy	+4,789	New	+$214K	0.03%	464

Other funds holding RIO

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return