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Pinnacle Summer Investments’s Petrobras PBR Stock Holding History

Pinnacle Summer Investments’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
-5,400
Closed -$23K – 947
2015
Q3 		$23K Buy
+5,400
New +$33K ﹤0.01% 604
2015
Q2 		– Sell
-11,200
Closed -$67K – 892
2015
Q1 		$67K Hold
11,200
– – 0.01% 464
2014
Q4 		$82K Buy
+11,200
New +$121K 0.01% 439

Other funds holding PBR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pinnacle Summer Investments's PBR Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Petrobras (PBR) in Q4 2015, closing a stake of 5,400 shares — an estimated $23K sold.

Pinnacle Summer Investments first reported a position in PBR in Q4 2014 and held it in 3 quarters. The position peaked at $82K in Q4 2014. 248 funds tracked by Wall St. Rank hold PBR as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Petrobras position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 5,400 Petrobras shares in Q4 2015, an estimated $23K.
  • Pinnacle Summer Investments first reported a position in Petrobras in Q4 2014 and held it in 3 quarters.
  • Pinnacle Summer Investments's Petrobras position peaked at $82K in Q4 2014.
  • 248 funds tracked by Wall St. Rank held Petrobras as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.