LWM
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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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return