IWP
PBR icon

Icon Wealth Partners’s Petrobras PBR Stock Holding History

Icon Wealth Partners’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
Q1 		– Sell
-1,735
Closed -$18K – 596
2017
Q4 		$18K Buy
+1,735
New +$17.7K 0.01% 630

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WGI
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Baillie Gifford & Co
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Schroder Investment Management Group
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Icon Wealth Partners's PBR Position: Q1 2018 in Review

Icon Wealth Partners sold out of Petrobras (PBR) in Q1 2018, closing a stake of 1,735 shares — an estimated $18K sold.

Icon Wealth Partners first reported a position in PBR in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 295 funds tracked by Wall St. Rank hold PBR as of Q1 2018.

  • Icon Wealth Partners reported no remaining Petrobras position as of Q1 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 1,735 Petrobras shares in Q1 2018, an estimated $18K.
  • Icon Wealth Partners first reported a position in Petrobras in Q4 2017 and held it in 1 quarter.
  • Icon Wealth Partners's Petrobras position peaked at $18K in Q4 2017.
  • 295 funds tracked by Wall St. Rank held Petrobras as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.