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BigSur Wealth Management’s Petrobras PBR Stock Holding History

BigSur Wealth Management’s Portfolio PBR Stock Details PBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-28,580
Closed -$287K – 98
2017
Q3 		$287K Hold
28,580
– – 0.29% 69
2017
Q2 		$256K Hold
28,580
– – 0.26% 75
2017
Q1 		$268K Buy
+28,580
New +$294K 0.29% 70

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BigSur Wealth Management's PBR Position: Q4 2017 in Review

BigSur Wealth Management sold out of Petrobras (PBR) in Q4 2017, closing a stake of 28,580 shares — an estimated $287K sold.

BigSur Wealth Management first reported a position in PBR in Q1 2017 and held it in 3 quarters. The position peaked at $287K in Q3 2017. 307 funds tracked by Wall St. Rank hold PBR as of Q4 2017.

  • BigSur Wealth Management reported no remaining Petrobras position as of Q4 2017 after selling out during the quarter.
  • BigSur Wealth Management sold 28,580 Petrobras shares in Q4 2017, an estimated $287K.
  • BigSur Wealth Management first reported a position in Petrobras in Q1 2017 and held it in 3 quarters.
  • BigSur Wealth Management's Petrobras position peaked at $287K in Q3 2017.
  • 307 funds tracked by Wall St. Rank held Petrobras as of Q4 2017.

Based on BigSur Wealth Management's 13F filing for Q4 2017, filed 1 Feb 2018.