WANY
PTR

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

Wealthspire Advisors (New York)’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
Q1 		– Sell
-77
Closed -$5K – 865
2018
Q4 		$5K Buy
+77
New +$5.51K ﹤0.01% 665

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Dimensional Fund Advisors
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BlackRock
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MWNA
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealthspire Advisors (New York)'s PTR Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) (PTR) in Q1 2019, closing a stake of 77 shares — an estimated $5K sold.

Wealthspire Advisors (New York) first reported a position in PTR in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 116 funds tracked by Wall St. Rank hold PTR as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 77 PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) shares in Q1 2019, an estimated $5K.
  • Wealthspire Advisors (New York) first reported a position in PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position peaked at $5K in Q4 2018.
  • 116 funds tracked by Wall St. Rank held PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.