JIC
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Joel Isaacson & Co’s Petrobras PBR Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-1,500
Closed -$15K – 430
2016
Q4 		$15K Hold
1,500
– – ﹤0.01% 461
2016
Q3 		$14K Buy
+1,500
New +$13.2K ﹤0.01% 508

Other funds holding PBR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Joel Isaacson & Co's PBR Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Petrobras (PBR) in Q1 2017, closing a stake of 1,500 shares — an estimated $15K sold.

Joel Isaacson & Co first reported a position in PBR in Q3 2016 and held it in 2 quarters. The position peaked at $15K in Q4 2016. 277 funds tracked by Wall St. Rank hold PBR as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Petrobras position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 1,500 Petrobras shares in Q1 2017, an estimated $15K.
  • Joel Isaacson & Co first reported a position in Petrobras in Q3 2016 and held it in 2 quarters.
  • Joel Isaacson & Co's Petrobras position peaked at $15K in Q4 2016.
  • 277 funds tracked by Wall St. Rank held Petrobras as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.