Winfield Associates’s Rio Tinto RIO Stock Holding History

Winfield Associates’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
2018 Q1	–	Sell	-493	Closed	-$28K	–	528
2017 Q4	$28K	Hold	493	–	–	0.01%	258
2017 Q3	$23K	Buy	493 +133	+37%	+$6.18K	0.01%	275
2017 Q2	$15K	Buy	360 +10	+3%	+$401	0.01%	338
2017 Q1	$14K	Buy	350 +15	+4%	+$637	0.01%	340
2016 Q4	$13K	Hold	335	–	–	0.01%	328
2016 Q3	$11K	Hold	335	–	–	0.01%	328
2016 Q2	$10K	Buy	335 +5	+2%	+$149	0.01%	331
2016 Q1	$9K	Buy	+330	New	+$8.79K	0.01%	328

Other funds holding RIO

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAM

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

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

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

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

Winfield Associates's RIO Position: Q1 2018 in Review

Winfield Associates sold out of Rio Tinto (RIO) in Q1 2018, closing a stake of 493 shares — an estimated $28K sold.

Winfield Associates first reported a position in RIO in Q1 2016 and held it in 8 quarters. The position peaked at $28K in Q4 2017. 389 funds tracked by Wall St. Rank hold RIO as of Q1 2018.

Winfield Associates reported no remaining Rio Tinto position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 493 Rio Tinto shares in Q1 2018, an estimated $28K.
Winfield Associates first reported a position in Rio Tinto in Q1 2016 and held it in 8 quarters.
Winfield Associates's Rio Tinto position peaked at $28K in Q4 2017.
389 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.