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Gupta Wealth Management’s Petrobras PBR Stock Holding History

Gupta 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
Q3 		– Sell
-6,914
Closed -$63K – 1328
2015
Q2 		$63K Buy
+6,914
New +$61.9K 0.02% 421

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HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's PBR Position: Q3 2015 in Review

Gupta Wealth Management sold out of Petrobras (PBR) in Q3 2015, closing a stake of 6,914 shares — an estimated $63K sold.

Gupta Wealth Management first reported a position in PBR in Q2 2015 and held it in 1 quarter. The position peaked at $63K in Q2 2015. 268 funds tracked by Wall St. Rank hold PBR as of Q3 2015.

  • Gupta Wealth Management reported no remaining Petrobras position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 6,914 Petrobras shares in Q3 2015, an estimated $63K.
  • Gupta Wealth Management first reported a position in Petrobras in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Petrobras position peaked at $63K in Q2 2015.
  • 268 funds tracked by Wall St. Rank held Petrobras as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.