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Golden State Wealth Management’s Petrobras PBR Stock Holding History

Golden State 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
2019
Q4 		– Sell
-251
Closed -$4K – 670
2019
Q3 		$4K Buy
251
+1
+0.4% +$15 ﹤0.01% 897
2019
Q2 		$3K Sell
250
-1
-0.4% -$15 ﹤0.01% 944
2019
Q1 		$4K Buy
+251
New +$3.98K ﹤0.01% 949

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Artisan Partners
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Golden State Wealth Management's PBR Position: Q4 2019 in Review

Golden State Wealth Management sold out of Petrobras (PBR) in Q4 2019, closing a stake of 251 shares — an estimated $4K sold.

Golden State Wealth Management first reported a position in PBR in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 322 funds tracked by Wall St. Rank hold PBR as of Q4 2019.

  • Golden State Wealth Management reported no remaining Petrobras position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 251 Petrobras shares in Q4 2019, an estimated $4K.
  • Golden State Wealth Management first reported a position in Petrobras in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Petrobras position peaked at $4K in Q3 2019.
  • 322 funds tracked by Wall St. Rank held Petrobras as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.