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WFG Advisors’s Vale VALE Stock Holding History

WFG Advisors’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
Q4 		– Sell
-311
Closed -$1K – 1677
2015
Q3 		$1K Sell
311
-750
-71% -$3.83K ﹤0.01% 1531
2015
Q2 		$6K Buy
1,061
+302
+40% +$2.02K ﹤0.01% 1322
2015
Q1 		$4K Sell
759
-1,883
-71% -$13.7K ﹤0.01% 1428
2014
Q4 		$22K Sell
2,642
-2,904
-52% -$27.2K ﹤0.01% 1189
2014
Q3 		$61K Sell
5,546
-2,219
-29% -$29.6K 0.01% 854
2014
Q2 		$103K Buy
7,765
+2,272
+41% +$30.7K 0.02% 654
2014
Q1 		$76K Sell
5,493
-1,267
-19% -$17.3K 0.02% 740
2013
Q4 		$103K Sell
6,760
-1,434
-18% -$22.3K 0.01% 728
2013
Q3 		$128K Buy
8,194
+1,075
+15% +$15.9K 0.02% 624
2013
Q2 		$94K Buy
+7,119
New +$112K 0.02% 686

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

WFG Advisors's VALE Position: Q4 2015 in Review

WFG Advisors sold out of Vale (VALE) in Q4 2015, closing a stake of 311 shares — an estimated $1K sold.

WFG Advisors first reported a position in VALE in Q2 2013 and held it in 10 quarters. The position peaked at $128K in Q3 2013. 241 funds tracked by Wall St. Rank hold VALE as of Q4 2015.

  • WFG Advisors reported no remaining Vale position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 311 Vale shares in Q4 2015, an estimated $1K.
  • WFG Advisors first reported a position in Vale in Q2 2013 and held it in 10 quarters.
  • WFG Advisors's Vale position peaked at $128K in Q3 2013.
  • 241 funds tracked by Wall St. Rank held Vale as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.