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Elite Wealth Management’s Petrobras PBR Stock Holding History

Elite 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
2014
Q4 		– Sell
-370
Closed -$16K – 346
2014
Q3 		$16K Buy
+370
New +$6.19K 0.01% 217

Other funds holding PBR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elite Wealth Management's PBR Position: Q4 2014 in Review

Elite Wealth Management sold out of Petrobras (PBR) in Q4 2014, closing a stake of 11,000 shares — an estimated $156K sold.

Elite Wealth Management first reported a position in PBR in Q4 2013 and held it in 2 quarters. The position peaked at $156K in Q3 2014. 310 funds tracked by Wall St. Rank hold PBR as of Q4 2014.

  • Elite Wealth Management reported no remaining Petrobras position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 11,000 Petrobras shares in Q4 2014, an estimated $156K.
  • Elite Wealth Management first reported a position in Petrobras in Q4 2013 and held it in 2 quarters.
  • Elite Wealth Management's Petrobras position peaked at $156K in Q3 2014.
  • 310 funds tracked by Wall St. Rank held Petrobras as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.