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FormulaFolio Investments’s Petrobras PBR Stock Holding History

FormulaFolio Investments’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
2016
Q4 		– Sell
-11,000
Closed -$103K – 202
2016
Q3 		$103K Hold
11,000
– – 0.02% 141
2016
Q2 		$79K Hold
11,000
– – 0.01% 121
2016
Q1 		$64K Buy
11,000
+1,000
+10% +$4.04K 0.01% 127
2015
Q4 		$43K Hold
10,000
– – 0.01% 112
2015
Q3 		$43K Buy
+10,000
New +$61K 0.01% 87

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FormulaFolio Investments's PBR Position: Q4 2016 in Review

FormulaFolio Investments sold out of Petrobras (PBR) in Q4 2016, closing a stake of 11,000 shares — an estimated $103K sold.

FormulaFolio Investments first reported a position in PBR in Q3 2015 and held it in 5 quarters. The position peaked at $103K in Q3 2016. 276 funds tracked by Wall St. Rank hold PBR as of Q4 2016.

  • FormulaFolio Investments reported no remaining Petrobras position as of Q4 2016 after selling out during the quarter.
  • FormulaFolio Investments sold 11,000 Petrobras shares in Q4 2016, an estimated $103K.
  • FormulaFolio Investments first reported a position in Petrobras in Q3 2015 and held it in 5 quarters.
  • FormulaFolio Investments's Petrobras position peaked at $103K in Q3 2016.
  • 276 funds tracked by Wall St. Rank held Petrobras as of Q4 2016.

Based on FormulaFolio Investments's 13F filing for Q4 2016, filed 10 Feb 2017.