Wealthspire Advisors (Maryland)’s PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) PTR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PTR Stock Details PTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4	Closed	–	–	2275
2019 Q1	$0	Sell	4 -5	-56%	-$324	﹤0.01%	2632
2018 Q4	$1K	Buy	9 +1	+13%	+$72	﹤0.01%	2372
2018 Q3	$1K	Buy	8 +4	+100%	+$298	﹤0.01%	2349
2018 Q2	$0	Hold	4	–	–	﹤0.01%	2628
2018 Q1	$0	Hold	4	–	–	﹤0.01%	2686
2017 Q4	$0	Buy	+4	New	+$268	﹤0.01%	2598
2017 Q2	–	Sell	-829	Closed	-$61K	–	2311
2017 Q1	$61K	Sell	829 -61	-7%	-$4.7K	0.01%	754
2016 Q4	$66K	Buy	+890	New	+$62.8K	0.01%	699

Other funds holding PTR

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) (PTR) in Q2 2019, closing a stake of 4 shares.

Wealthspire Advisors (Maryland) first reported a position in PTR in Q4 2016 and held it in 8 quarters. The position peaked at $66K in Q4 2016. 96 funds tracked by Wall St. Rank hold PTR as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4 PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) shares in Q2 2019.
Wealthspire Advisors (Maryland) first reported a position in PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) in Q4 2016 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position peaked at $66K in Q4 2016.
96 funds tracked by Wall St. Rank held PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) as of Q2 2019.

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