WFG Advisors’s Petrobras PBR Stock Holding History

WFG Advisors’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
2017 Q2	$34K	Buy	4,196 +1,230	+41%	+$11K	0.01%	807
2017 Q1	$29K	Buy	2,966 +1,412	+91%	+$14.5K	0.01%	803
2016 Q4	$16K	Sell	1,554 -318	-17%	-$3.4K	﹤0.01%	984
2016 Q3	$17K	Sell	1,872 -2,659	-59%	-$23.3K	﹤0.01%	980
2016 Q2	$32K	Hold	4,531	–	–	0.01%	816
2016 Q1	$26K	Buy	4,531 +4,300	+1,861%	+$17.4K	0.01%	826
2015 Q4	$1K	Sell	231 -2,000	-90%	-$9.73K	﹤0.01%	1480
2015 Q3	$10K	Sell	2,231 -49,649	-96%	-$303K	﹤0.01%	1087
2015 Q2	$470K	Buy	51,880 +21,966	+73%	+$197K	0.13%	175
2015 Q1	$180K	Buy	29,914 +2,125	+8%	+$13.5K	0.05%	380
2014 Q4	$203K	Buy	27,789 +2,033	+8%	+$21.9K	0.04%	424
2014 Q3	$365K	Hold	25,756	–	–	0.07%	321
2014 Q2	$377K	Sell	25,756 -190	-0.7%	-$2.77K	0.07%	316
2014 Q1	$341K	Sell	25,946 -1,089	-4%	-$12.7K	0.07%	324
2013 Q4	$373K	Sell	27,035 -466	-2%	-$7.23K	0.05%	371
2013 Q3	$426K	Buy	27,501 +11,711	+74%	+$167K	0.07%	312
2013 Q2	$212K	Buy	+15,790	New	+$269K	0.04%	443

Other funds holding PBR

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

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

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

WFG Advisors's PBR Position: Q2 2017 in Review

WFG Advisors increased its Petrobras (PBR) stake by 41% in Q2 2017, buying an estimated $11K and bringing the position to 4,196 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #807.

WFG Advisors first reported a position in PBR in Q2 2013 and has held it in 17 quarters since. The position peaked at $470K in Q2 2015. 284 funds tracked by Wall St. Rank hold PBR as of Q2 2017.

WFG Advisors held 4,196 shares of Petrobras worth $34K as of Q2 2017.
WFG Advisors bought 1,230 Petrobras shares in Q2 2017, an estimated $11K.
Petrobras made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #807 holding.
WFG Advisors first reported a position in Petrobras in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Petrobras position peaked at $470K in Q2 2015.
284 funds tracked by Wall St. Rank held Petrobras as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.