RIA
PBR icon

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 $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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 $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Regal Investment Advisors's PBR Position: Q4 2015 in Review

Regal Investment Advisors sold out of Petrobras (PBR) in Q4 2015, closing a stake of 575 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in PBR in Q3 2013 and held it in 9 quarters. The position peaked at $38K in Q2 2014. 248 funds tracked by Wall St. Rank hold PBR as of Q4 2015.

  • Regal Investment Advisors reported no remaining Petrobras position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 575 Petrobras shares in Q4 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in Petrobras in Q3 2013 and held it in 9 quarters.
  • Regal Investment Advisors's Petrobras position peaked at $38K in Q2 2014.
  • 248 funds tracked by Wall St. Rank held Petrobras as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.