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Catamount Wealth Management’s Petrobras PBR Stock Holding History

Catamount 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
Q1 		– Sell
-400
Closed -$4K – 178
2016
Q4 		$4K Hold
400
– – ﹤0.01% 144
2016
Q3 		$4K Hold
400
– – ﹤0.01% 135
2016
Q2 		$3K Hold
400
– – ﹤0.01% 124
2016
Q1 		$2K Hold
400
– – ﹤0.01% 123
2015
Q4 		$2K Hold
400
– – ﹤0.01% 117
2015
Q3 		$2K Hold
400
– – ﹤0.01% 124
2015
Q2 		$4K Hold
400
– – ﹤0.01% 148
2015
Q1 		$2K Hold
400
– – ﹤0.01% 136
2014
Q4 		$3K Buy
+400
New +$4.31K ﹤0.01% 110

Other funds holding PBR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Catamount Wealth Management's PBR Position: Q1 2017 in Review

Catamount Wealth Management sold out of Petrobras (PBR) in Q1 2017, closing a stake of 400 shares — an estimated $4K sold.

Catamount Wealth Management first reported a position in PBR in Q4 2014 and held it in 9 quarters. The position peaked at $4K in Q4 2016. 277 funds tracked by Wall St. Rank hold PBR as of Q1 2017.

  • Catamount Wealth Management reported no remaining Petrobras position as of Q1 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 400 Petrobras shares in Q1 2017, an estimated $4K.
  • Catamount Wealth Management first reported a position in Petrobras in Q4 2014 and held it in 9 quarters.
  • Catamount Wealth Management's Petrobras position peaked at $4K in Q4 2016.
  • 277 funds tracked by Wall St. Rank held Petrobras as of Q1 2017.

Based on Catamount Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.