GRP
PTR

Global Retirement Partners’s PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) PTR Stock Holding History

Global Retirement Partners’s Portfolio PTR Stock Details PTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-203
Closed -$9K – 3091
2022
Q2 		$9K Hold
203
– – ﹤0.01% 1705
2022
Q1 		$10K Buy
+203
New +$10.3K ﹤0.01% 1643
2021
Q4 		– Sell
-104
Closed -$5K – 1994
2021
Q3 		$5K Buy
104
+68
+189% +$3K ﹤0.01% 1655
2021
Q2 		$2K Buy
+36
New +$1.46K ﹤0.01% 1772
2018
Q4 		– Sell
-25
Closed -$2K – 1589
2018
Q3 		$2K Hold
25
– – ﹤0.01% 1437
2018
Q2 		$2K Hold
25
– – ﹤0.01% 1425
2018
Q1 		$2K Hold
25
– – ﹤0.01% 1378
2017
Q4 		$2K Hold
25
– – ﹤0.01% 1352
2017
Q3 		$2K Hold
25
– – ﹤0.01% 1148
2017
Q2 		$2K Hold
25
– – ﹤0.01% 1081
2017
Q1 		$2K Hold
25
– – ﹤0.01% 1042
2016
Q4 		$2K Buy
+25
New +$1.76K ﹤0.01% 984

Other funds holding PTR

ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Global Retirement Partners's PTR Position: Q3 2022 in Review

Global Retirement Partners sold out of PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) (PTR) in Q3 2022, closing a stake of 203 shares — an estimated $9K sold.

Global Retirement Partners first reported a position in PTR in Q4 2016 and held it in 12 quarters. The position peaked at $10K in Q1 2022. 12 funds tracked by Wall St. Rank hold PTR as of Q3 2022.

  • Global Retirement Partners reported no remaining PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position as of Q3 2022 after selling out during the quarter.
  • Global Retirement Partners sold 203 PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) shares in Q3 2022, an estimated $9K.
  • Global Retirement Partners first reported a position in PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) in Q4 2016 and held it in 12 quarters.
  • Global Retirement Partners's PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position peaked at $10K in Q1 2022.
  • 12 funds tracked by Wall St. Rank held PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) as of Q3 2022.

Based on Global Retirement Partners's 13F filing for Q3 2022, filed 3 Nov 2022.