Capstone Financial Advisors’s Petrobras PBR Stock Holding History

Capstone Financial Advisors’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
2021 Q2	–	Sell	-10,000	Closed	-$85K	–	147
2021 Q1	$85K	Buy	+10,000	New	+$95.5K	0.01%	125
2018 Q1	–	Sell	-10,000	Closed	-$103K	–	99
2017 Q4	$103K	Hold	10,000	–	–	0.04%	75
2017 Q3	$100K	Hold	10,000	–	–	0.04%	76
2017 Q2	$80K	Hold	10,000	–	–	0.04%	70
2017 Q1	$97K	Hold	10,000	–	–	0.05%	64
2016 Q4	$101K	Hold	10,000	–	–	0.05%	64
2016 Q3	$93K	Hold	10,000	–	–	0.05%	63
2016 Q2	$72K	Sell	10,000 -1,000	-9%	-$6.62K	0.04%	61
2016 Q1	$64K	Hold	11,000	–	–	0.03%	64
2015 Q4	$47K	Buy	11,000 +1,000	+10%	+$4.87K	0.02%	66
2015 Q3	$44K	Hold	10,000	–	–	0.02%	64
2015 Q2	$91K	Hold	10,000	–	–	0.04%	83
2015 Q1	$60K	Hold	10,000	–	–	0.02%	86
2014 Q4	$73K	Buy	+10,000	New	+$108K	0.02%	79
2014 Q3	–	Sell	-13,855	Closed	-$203K	–	84
2014 Q2	$203K	Sell	13,855 -5,500	-28%	-$80.1K	0.14%	56
2014 Q1	$255K	Buy	+19,355	New	+$226K	0.16%	43

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return