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Wealthcare Capital Management’s Petrobras PBR Stock Holding History

Wealthcare Capital Management’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
Q3 		– Sell
-350
Closed -$3K – 345
2015
Q2 		$3K Sell
350
-110
-24% -$985 ﹤0.01% 302
2015
Q1 		$3K Buy
+460
New +$2.93K ﹤0.01% 770

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wealthcare Capital Management's PBR Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Petrobras (PBR) in Q3 2015, closing a stake of 350 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in PBR in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 268 funds tracked by Wall St. Rank hold PBR as of Q3 2015.

  • Wealthcare Capital Management reported no remaining Petrobras position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 350 Petrobras shares in Q3 2015, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Petrobras in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Petrobras position peaked at $3K in Q2 2015.
  • 268 funds tracked by Wall St. Rank held Petrobras as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.