WESPAC Advisors SoCal’s Petrobras PBR Stock Holding History

WESPAC Advisors SoCal’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
2018 Q2	–	Sell	-1,500	Closed	-$21K	–	201
2018 Q1	$21K	Hold	1,500	–	–	0.01%	165
2017 Q4	$15K	Sell	1,500 -500	-25%	-$5.11K	0.01%	172
2017 Q3	$20K	Hold	2,000	–	–	0.01%	165
2017 Q2	$15K	Buy	2,000 +1,000	+100%	+$8.92K	0.01%	171
2017 Q1	$9.69K	Hold	1,000	–	–	0.01%	189
2016 Q4	$10.1K	Sell	1,000 -500	-33%	-$5.34K	0.01%	189
2016 Q3	$14K	Buy	+1,500	New	+$13.2K	0.01%	172

Other funds holding PBR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

WESPAC Advisors SoCal's PBR Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of Petrobras (PBR) in Q2 2018, closing a stake of 1,500 shares — an estimated $21K sold.

WESPAC Advisors SoCal first reported a position in PBR in Q3 2016 and held it in 7 quarters. The position peaked at $21K in Q1 2018. 293 funds tracked by Wall St. Rank hold PBR as of Q2 2018.

WESPAC Advisors SoCal reported no remaining Petrobras position as of Q2 2018 after selling out during the quarter.
WESPAC Advisors SoCal sold 1,500 Petrobras shares in Q2 2018, an estimated $21K.
WESPAC Advisors SoCal first reported a position in Petrobras in Q3 2016 and held it in 7 quarters.
WESPAC Advisors SoCal's Petrobras position peaked at $21K in Q1 2018.
293 funds tracked by Wall St. Rank held Petrobras as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.