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Regal Investment Advisors’s Petrobras PBR Stock Holding History

Regal Investment 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
-575
Closed -$2K – 700
2015
Q3 		$2K Sell
575
-850
-60% -$5.19K ﹤0.01% 941
2015
Q2 		$12K Buy
1,425
+400
+39% +$3.58K ﹤0.01% 630
2015
Q1 		$6K Sell
1,025
-1,700
-62% -$10.8K ﹤0.01% 784
2014
Q4 		$20K Buy
2,725
+2,575
+1,717% +$27.7K 0.01% 530
2014
Q3 		$2K Sell
150
-2,438
-94% -$40.8K ﹤0.01% 881
2014
Q2 		$38K Buy
2,588
+1,063
+70% +$15.5K 0.01% 429
2014
Q1 		$20K Buy
1,525
+420
+38% +$4.9K 0.01% 509
2013
Q4 		$15K Buy
1,105
+125
+13% +$1.94K 0.01% 517
2013
Q3 		$15K Buy
+980
New +$14K 0.01% 524

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 $168B AUM 27.2% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return