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Intercontinental Wealth Advisors’s Sabesp SBS Stock Holding History

Intercontinental Wealth Advisors’s Portfolio SBS Stock Details SBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-131,476
Closed -$267K – 164
2017
Q3 		$267K Buy
131,476
+25,185
+24% +$50.9K 0.16% 104
2017
Q2 		$196K Buy
106,291
+14,458
+16% +$26.7K 0.13% 123
2017
Q1 		$185K Buy
+91,833
New +$181K 0.11% 145

Other funds holding SBS

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Intercontinental Wealth Advisors's SBS Position: Q4 2017 in Review

Intercontinental Wealth Advisors sold out of Sabesp (SBS) in Q4 2017, closing a stake of 131,476 shares — an estimated $267K sold.

Intercontinental Wealth Advisors first reported a position in SBS in Q1 2017 and held it in 3 quarters. The position peaked at $267K in Q3 2017. 181 funds tracked by Wall St. Rank hold SBS as of Q4 2017.

  • Intercontinental Wealth Advisors reported no remaining Sabesp position as of Q4 2017 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 131,476 Sabesp shares in Q4 2017, an estimated $267K.
  • Intercontinental Wealth Advisors first reported a position in Sabesp in Q1 2017 and held it in 3 quarters.
  • Intercontinental Wealth Advisors's Sabesp position peaked at $267K in Q3 2017.
  • 181 funds tracked by Wall St. Rank held Sabesp as of Q4 2017.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2017, filed 20 Feb 2018.