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Squar Milner Financial Services’s Petrobras PBR Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-689
Closed -$7K – 833
2018
Q2 		$7K Buy
+689
New +$8.82K 0.01% 653

Other funds holding PBR

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Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Squar Milner Financial Services's PBR Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Petrobras (PBR) in Q3 2018, closing a stake of 689 shares — an estimated $7K sold.

Squar Milner Financial Services first reported a position in PBR in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 299 funds tracked by Wall St. Rank hold PBR as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Petrobras position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 689 Petrobras shares in Q3 2018, an estimated $7K.
  • Squar Milner Financial Services first reported a position in Petrobras in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Petrobras position peaked at $7K in Q2 2018.
  • 299 funds tracked by Wall St. Rank held Petrobras as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.