IT
PBR icon

Independence Trust’s Petrobras PBR Stock Holding History

Independence Trust’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
2017
Q4 		$206K Sell
20,000
-10,000
-33% -$102K 0.23% 71
2017
Q3 		$301K Sell
30,000
-10,000
-25% -$90.8K 0.34% 51
2017
Q2 		$370K Hold
40,000
– – 0.44% 39
2017
Q1 		$388K Hold
40,000
– – 0.5% 40
2016
Q4 		$404K Buy
+40,000
New +$427K 0.55% 34

Other funds holding PBR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Independence Trust's PBR Position: Q4 2017 in Review

Independence Trust reduced its Petrobras (PBR) stake by 33% in Q4 2017, selling an estimated $102K and leaving 20,000 shares worth $206K. The position accounts for 0.23% of the portfolio, ranked #71.

Independence Trust first reported a position in PBR in Q4 2016 and has held it in 5 quarters since. The position peaked at $404K in Q4 2016. 307 funds tracked by Wall St. Rank hold PBR as of Q4 2017.

  • Independence Trust held 20,000 shares of Petrobras worth $206K as of Q4 2017.
  • Independence Trust sold 10,000 Petrobras shares in Q4 2017, an estimated $102K.
  • Petrobras made up 0.23% of Independence Trust's portfolio in Q4 2017, its #71 holding.
  • Independence Trust first reported a position in Petrobras in Q4 2016 and has held it in 5 quarters since.
  • Independence Trust's Petrobras position peaked at $404K in Q4 2016.
  • 307 funds tracked by Wall St. Rank held Petrobras as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.