Lenox Wealth Management’s Petrobras PBR Stock Holding History

Lenox Wealth Management’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
2020 Q2	$5K	Sell	650 -632	-49%	-$4.58K	﹤0.01%	533
2020 Q1	$7K	Buy	1,282 +95	+8%	+$1.13K	﹤0.01%	443
2019 Q4	$19K	Buy	1,187 +7	+0.6%	+$107	0.01%	365
2019 Q3	$17K	Buy	1,180 +53	+5%	+$778	﹤0.01%	384
2019 Q2	$17K	Hold	1,127	–	–	0.01%	368
2019 Q1	$18K	Buy	1,127 +85	+8%	+$1.35K	0.01%	372
2018 Q4	$14K	Hold	1,042	–	–	﹤0.01%	345
2018 Q3	$13K	Buy	1,042 +336	+48%	+$3.73K	﹤0.01%	375
2018 Q2	$7K	Buy	706 +113	+19%	+$1.45K	﹤0.01%	405
2018 Q1	$8K	Buy	+593	New	+$7.8K	﹤0.01%	378

Other funds holding PBR

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lenox Wealth Management's PBR Position: Q2 2020 in Review

Lenox Wealth Management reduced its Petrobras (PBR) stake by 49% in Q2 2020, selling an estimated $4.58K and leaving 650 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Lenox Wealth Management first reported a position in PBR in Q1 2018 and has held it in 10 quarters since. The position peaked at $19K in Q4 2019. 283 funds tracked by Wall St. Rank hold PBR as of Q2 2020.

Lenox Wealth Management held 650 shares of Petrobras worth $5K as of Q2 2020.
Lenox Wealth Management sold 632 Petrobras shares in Q2 2020, an estimated $4.58K.
Petrobras made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #533 holding.
Lenox Wealth Management first reported a position in Petrobras in Q1 2018 and has held it in 10 quarters since.
Lenox Wealth Management's Petrobras position peaked at $19K in Q4 2019.
283 funds tracked by Wall St. Rank held Petrobras as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.