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Rothschild & Co Wealth Management (UK)’s Petrobras PBR Stock Holding History

Rothschild & Co Wealth Management (UK)’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
Q2 		– Sell
-697
Closed -$4K – 80
2015
Q1 		$4K Sell
697
-720
-51% -$4.59K ﹤0.01% 76
2014
Q4 		$10K Buy
1,417
+697
+97% +$7.51K ﹤0.01% 61
2014
Q3 		$10K Hold
720
– – ﹤0.01% 57
2014
Q2 		$11K Hold
720
– – ﹤0.01% 71
2014
Q1 		$9K Buy
+720
New +$8.4K ﹤0.01% 64

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PSCM
Prince Street Capital Management New York $40.3M AUM 0.66% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s PBR Position: Q2 2015 in Review

Rothschild & Co Wealth Management (UK) sold out of Petrobras (PBR) in Q2 2015, closing a stake of 697 shares — an estimated $4K sold.

Rothschild & Co Wealth Management (UK) first reported a position in PBR in Q1 2014 and held it in 5 quarters. The position peaked at $11K in Q2 2014. 276 funds tracked by Wall St. Rank hold PBR as of Q2 2015.

  • Rothschild & Co Wealth Management (UK) reported no remaining Petrobras position as of Q2 2015 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 697 Petrobras shares in Q2 2015, an estimated $4K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Petrobras in Q1 2014 and held it in 5 quarters.
  • Rothschild & Co Wealth Management (UK)'s Petrobras position peaked at $11K in Q2 2014.
  • 276 funds tracked by Wall St. Rank held Petrobras as of Q2 2015.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2015, filed 19 Dec 2019.