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Whitener Capital Management’s Rio Tinto RIO Stock Holding History

Whitener Capital Management’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
2019
Q4 		– Sell
-50
Closed -$2K – 356
2019
Q3 		$2K Hold
50
– – ﹤0.01% 448
2019
Q2 		$3K Hold
50
– – ﹤0.01% 417
2019
Q1 		$2K Buy
+50
New +$2.75K ﹤0.01% 436

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Whitener Capital Management's RIO Position: Q4 2019 in Review

Whitener Capital Management sold out of Rio Tinto (RIO) in Q4 2019, closing a stake of 50 shares — an estimated $2K sold.

Whitener Capital Management first reported a position in RIO in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 427 funds tracked by Wall St. Rank hold RIO as of Q4 2019.

  • Whitener Capital Management reported no remaining Rio Tinto position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 50 Rio Tinto shares in Q4 2019, an estimated $2K.
  • Whitener Capital Management first reported a position in Rio Tinto in Q1 2019 and held it in 3 quarters.
  • Whitener Capital Management's Rio Tinto position peaked at $3K in Q2 2019.
  • 427 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.