Evercore Wealth Management’s Petrobras PBR Stock Holding History

Evercore 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
2015 Q1	–	Sell	-800	Closed	-$6K	–	1028
2014 Q4	$6K	Buy	800 +450	+129%	+$4.85K	﹤0.01%	782
2014 Q3	$5K	Hold	350	–	–	﹤0.01%	868
2014 Q2	$5K	Hold	350	–	–	﹤0.01%	912
2014 Q1	$5K	Sell	350 -800	-70%	-$9.34K	﹤0.01%	858
2013 Q4	$16K	Sell	1,150 -7,407	-87%	-$115K	﹤0.01%	716
2013 Q3	$133K	Buy	8,557 +533	+7%	+$7.59K	0.01%	443
2013 Q2	$108K	Buy	+8,024	New	+$137K	0.01%	482

Other funds holding PBR

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SIG

Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Evercore Wealth Management's PBR Position: Q1 2015 in Review

Evercore Wealth Management sold out of Petrobras (PBR) in Q1 2015, closing a stake of 800 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in PBR in Q2 2013 and held it in 7 quarters. The position peaked at $133K in Q3 2013. 290 funds tracked by Wall St. Rank hold PBR as of Q1 2015.

Evercore Wealth Management reported no remaining Petrobras position as of Q1 2015 after selling out during the quarter.
Evercore Wealth Management sold 800 Petrobras shares in Q1 2015, an estimated $6K.
Evercore Wealth Management first reported a position in Petrobras in Q2 2013 and held it in 7 quarters.
Evercore Wealth Management's Petrobras position peaked at $133K in Q3 2013.
290 funds tracked by Wall St. Rank held Petrobras as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.