RFA
PTR

Reilly Financial Advisors’s PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) PTR Stock Holding History

Reilly Financial Advisors’s Portfolio PTR Stock Details PTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-175
Closed -$12K – 1001
2016
Q1 		$12K Hold
175
– – ﹤0.01% 719
2015
Q4 		$12K Buy
+175
New +$12.9K ﹤0.01% 732

Other funds holding PTR

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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIA
CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Reilly Financial Advisors's PTR Position: Q3 2020 in Review

Reilly Financial Advisors sold out of PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) (PTR) in Q3 2020, closing a stake of 175 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in PTR in Q2 2013 and held it in 27 quarters. The position peaked at $58K in Q2 2013. 73 funds tracked by Wall St. Rank hold PTR as of Q3 2020.

  • Reilly Financial Advisors reported no remaining PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position as of Q3 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 175 PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) shares in Q3 2020, an estimated $6K.
  • Reilly Financial Advisors first reported a position in PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) in Q2 2013 and held it in 27 quarters.
  • Reilly Financial Advisors's PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position peaked at $58K in Q2 2013.
  • 73 funds tracked by Wall St. Rank held PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.