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Frontier Wealth Management’s Petrobras PBR Stock Holding History

Frontier 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
2018
Q4 		– Sell
-16,341
Closed -$197K – 398
2018
Q3 		$197K Buy
+16,341
New +$181K 0.02% 364
2018
Q2 		– Sell
-22,982
Closed -$325K – 399
2018
Q1 		$325K Buy
+22,982
New +$302K 0.05% 291

Other funds holding PBR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frontier Wealth Management's PBR Position: Q4 2018 in Review

Frontier Wealth Management sold out of Petrobras (PBR) in Q4 2018, closing a stake of 16,341 shares — an estimated $197K sold.

Frontier Wealth Management first reported a position in PBR in Q1 2018 and held it in 2 quarters. The position peaked at $325K in Q1 2018. 310 funds tracked by Wall St. Rank hold PBR as of Q4 2018.

  • Frontier Wealth Management reported no remaining Petrobras position as of Q4 2018 after selling out during the quarter.
  • Frontier Wealth Management sold 16,341 Petrobras shares in Q4 2018, an estimated $197K.
  • Frontier Wealth Management first reported a position in Petrobras in Q1 2018 and held it in 2 quarters.
  • Frontier Wealth Management's Petrobras position peaked at $325K in Q1 2018.
  • 310 funds tracked by Wall St. Rank held Petrobras as of Q4 2018.

Based on Frontier Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.