TPWA
PBR icon

TRUE Private Wealth Advisors’s Petrobras PBR Stock Holding History

TRUE Private Wealth 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
2018
Q4 		– Sell
-502
Closed -$6.06K – 719
2018
Q3 		$6.06K Buy
+502
New +$5.57K ﹤0.01% 858

Other funds holding PBR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fisher Asset Management
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TRUE Private Wealth Advisors's PBR Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Petrobras (PBR) in Q4 2018, closing a stake of 502 shares — an estimated $6.06K sold.

TRUE Private Wealth Advisors first reported a position in PBR in Q3 2018 and held it in 1 quarter. The position peaked at $6.06K in Q3 2018. 310 funds tracked by Wall St. Rank hold PBR as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Petrobras position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 502 Petrobras shares in Q4 2018, an estimated $6.06K.
  • TRUE Private Wealth Advisors first reported a position in Petrobras in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Petrobras position peaked at $6.06K in Q3 2018.
  • 310 funds tracked by Wall St. Rank held Petrobras as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.