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WealthPLAN Partners’s Petrobras PBR Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-200
Closed -$1.43K – 1045
2016
Q2 		$1.43K Buy
+200
New +$1.32K ﹤0.01% 2292

Other funds holding PBR

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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WealthPLAN Partners's PBR Position: Q3 2016 in Review

WealthPLAN Partners sold out of Petrobras (PBR) in Q3 2016, closing a stake of 200 shares — an estimated $1.43K sold.

WealthPLAN Partners first reported a position in PBR in Q2 2016 and held it in 1 quarter. The position peaked at $1.43K in Q2 2016. 273 funds tracked by Wall St. Rank hold PBR as of Q3 2016.

  • WealthPLAN Partners reported no remaining Petrobras position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 200 Petrobras shares in Q3 2016, an estimated $1.43K.
  • WealthPLAN Partners first reported a position in Petrobras in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Petrobras position peaked at $1.43K in Q2 2016.
  • 273 funds tracked by Wall St. Rank held Petrobras as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.