Lenox Wealth Advisors’s Petrobras PBR Stock Holding History

Lenox Wealth Advisors’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 Q4	–	Sell	-370	Closed	-$2K	–	551
2015 Q3	$2K	Hold	370	–	–	﹤0.01%	352
2015 Q2	$3K	Hold	370	–	–	﹤0.01%	251
2015 Q1	$2K	Hold	370	–	–	﹤0.01%	305
2014 Q4	$3K	Hold	370	–	–	﹤0.01%	292
2014 Q3	$5K	Buy	+370	New	+$6.19K	﹤0.01%	237
2014 Q1	–	Sell	-1,800	Closed	-$25K	–	297
2013 Q4	$25K	Buy	+1,800	New	+$27.9K	0.02%	100

Other funds holding PBR

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lenox Wealth Advisors's PBR Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of Petrobras (PBR) in Q4 2015, closing a stake of 370 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in PBR in Q4 2013 and held it in 6 quarters. The position peaked at $25K in Q4 2013. 248 funds tracked by Wall St. Rank hold PBR as of Q4 2015.

Lenox Wealth Advisors reported no remaining Petrobras position as of Q4 2015 after selling out during the quarter.
Lenox Wealth Advisors sold 370 Petrobras shares in Q4 2015, an estimated $2K.
Lenox Wealth Advisors first reported a position in Petrobras in Q4 2013 and held it in 6 quarters.
Lenox Wealth Advisors's Petrobras position peaked at $25K in Q4 2013.
248 funds tracked by Wall St. Rank held Petrobras as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.