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Advocacy Wealth Management Services’s Petrobras PBR Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		$4K Sell
286
-208
-42% -$2.96K 0.01% 256
2013
Q2 		$7K Buy
+494
New +$8.42K 0.03% 195

Other funds holding PBR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Advocacy Wealth Management Services's PBR Position: Q3 2013 in Review

Advocacy Wealth Management Services reduced its Petrobras (PBR) stake by 42% in Q3 2013, selling an estimated $2.96K and leaving 286 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #256.

Advocacy Wealth Management Services first reported a position in PBR in Q2 2013 and has held it in 2 quarters since. The position peaked at $7K in Q2 2013. 329 funds tracked by Wall St. Rank hold PBR as of Q3 2013.

  • Advocacy Wealth Management Services held 286 shares of Petrobras worth $4K as of Q3 2013.
  • Advocacy Wealth Management Services sold 208 Petrobras shares in Q3 2013, an estimated $2.96K.
  • Petrobras made up 0.01% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #256 holding.
  • Advocacy Wealth Management Services first reported a position in Petrobras in Q2 2013 and has held it in 2 quarters since.
  • Advocacy Wealth Management Services's Petrobras position peaked at $7K in Q2 2013.
  • 329 funds tracked by Wall St. Rank held Petrobras as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.