Loring Wolcott & Coolidge Fiduciary Advisors’s Petrobras PBR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023 Q4	–	Sell	-242	Closed	-$3.79K	–	585
2023 Q3	$3.79K	Buy	242 +42	+21%	+$597	﹤0.01%	568
2023 Q2	$2.77K	Hold	200	–	–	﹤0.01%	602
2023 Q1	$2.09K	Buy	+200	New	+$2.18K	﹤0.01%	574
2020 Q2	–	Sell	-3,475	Closed	-$19K	–	633
2020 Q1	$19K	Sell	3,475 -3,750	-52%	-$44.8K	﹤0.01%	470
2019 Q4	$115K	Sell	7,225 -1,250	-15%	-$19.1K	﹤0.01%	332
2019 Q3	$123K	Hold	8,475	–	–	﹤0.01%	311
2019 Q2	$132K	Hold	8,475	–	–	﹤0.01%	305
2019 Q1	$135K	Hold	8,475	–	–	﹤0.01%	295
2018 Q4	$110K	Sell	8,475 -12,505	-60%	-$181K	﹤0.01%	311
2018 Q3	$253K	Hold	20,980	–	–	﹤0.01%	245
2018 Q2	$210K	Hold	20,980	–	–	﹤0.01%	270
2018 Q1	$297K	Sell	20,980 -3,420	-14%	-$45K	0.01%	236
2017 Q4	$251K	Hold	24,400	–	–	﹤0.01%	252
2017 Q3	$245K	Hold	24,400	–	–	﹤0.01%	257
2017 Q2	$215K	Hold	24,400	–	–	﹤0.01%	266
2017 Q1	$236K	Hold	24,400	–	–	﹤0.01%	257
2016 Q4	$247K	Hold	24,400	–	–	0.01%	243
2016 Q3	$228K	Hold	24,400	–	–	0.01%	251
2016 Q2	$175K	Hold	24,400	–	–	﹤0.01%	266
2016 Q1	$142K	Buy	24,400 +15,925	+188%	+$64.3K	﹤0.01%	278
2015 Q4	$36K	Buy	8,475 +3,000	+55%	+$14.6K	﹤0.01%	457
2015 Q3	$50K	Hold	5,475	–	–	﹤0.01%	416
2015 Q2	$50K	Hold	5,475	–	–	﹤0.01%	416
2015 Q1	$33K	Hold	5,475	–	–	﹤0.01%	477
2014 Q4	$40K	Buy	5,475 +700	+15%	+$7.54K	﹤0.01%	455
2014 Q3	$68K	Hold	4,775	–	–	﹤0.01%	376
2014 Q2	$70K	Hold	4,775	–	–	﹤0.01%	394
2014 Q1	$63K	Hold	4,775	–	–	﹤0.01%	392
2013 Q4	$66K	Hold	4,775	–	–	﹤0.01%	370
2013 Q3	$74K	Hold	4,775	–	–	﹤0.01%	340
2013 Q2	$64K	Buy	+4,775	New	+$81.4K	﹤0.01%	370

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PBR Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Petrobras (PBR) in Q4 2023, closing a stake of 242 shares — an estimated $3.79K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PBR in Q2 2013 and held it in 31 quarters. The position peaked at $297K in Q1 2018. 465 funds tracked by Wall St. Rank hold PBR as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Petrobras position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 242 Petrobras shares in Q4 2023, an estimated $3.79K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Petrobras in Q2 2013 and held it in 31 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Petrobras position peaked at $297K in Q1 2018.
465 funds tracked by Wall St. Rank held Petrobras as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.