Wealthspire Advisors (Maryland)’s Petrobras PBR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-4,307	Closed	-$69K	–	1553
2019 Q1	$69K	Hold	4,307	–	–	0.01%	779
2018 Q4	$56K	Hold	4,307	–	–	0.01%	811
2018 Q3	$52K	Buy	4,307 +43	+1%	+$477	﹤0.01%	954
2018 Q2	$43K	Hold	4,264	–	–	﹤0.01%	1036
2018 Q1	$60K	Hold	4,264	–	–	0.01%	908
2017 Q4	$44K	Buy	4,264 +24	+0.6%	+$245	﹤0.01%	1057
2017 Q3	$43K	Sell	4,240 -62	-1%	-$563	﹤0.01%	1033
2017 Q2	$34K	Buy	4,302 +4,052	+1,621%	+$36.1K	﹤0.01%	1084
2017 Q1	$2K	Buy	+250	New	+$2.57K	﹤0.01%	1705
2016 Q1	–	Sell	-3,400	Closed	-$15K	–	1815
2015 Q4	$15K	Buy	+3,400	New	+$16.5K	﹤0.01%	1073

Other funds holding PBR

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PBR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Petrobras (PBR) in Q2 2019, closing a stake of 4,307 shares — an estimated $69K sold.

Wealthspire Advisors (Maryland) first reported a position in PBR in Q4 2015 and held it in 10 quarters. The position peaked at $69K in Q1 2019. 308 funds tracked by Wall St. Rank hold PBR as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Petrobras position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4,307 Petrobras shares in Q2 2019, an estimated $69K.
Wealthspire Advisors (Maryland) first reported a position in Petrobras in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Petrobras position peaked at $69K in Q1 2019.
308 funds tracked by Wall St. Rank held Petrobras as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.