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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 $462B AUM 39.16% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WFG Advisors's RIO Position: Q2 2017 in Review

WFG Advisors reduced its Rio Tinto (RIO) stake by 60% in Q2 2017, selling an estimated $13.8K and leaving 231 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

WFG Advisors first reported a position in RIO in Q2 2013 and has held it in 17 quarters since. The position peaked at $256K in Q4 2013. 325 funds tracked by Wall St. Rank hold RIO as of Q2 2017.

  • WFG Advisors held 231 shares of Rio Tinto worth $10K as of Q2 2017.
  • WFG Advisors sold 344 Rio Tinto shares in Q2 2017, an estimated $13.8K.
  • Rio Tinto made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1149 holding.
  • WFG Advisors first reported a position in Rio Tinto in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Rio Tinto position peaked at $256K in Q4 2013.
  • 325 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.