BFG
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Beacon Financial Group’s Petrobras PBR Stock Holding History

Beacon Financial Group’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
Q4 		– Sell
-15,552
Closed -$239K – 187
2013
Q3 		$239K Buy
+15,552
New +$222K 0.05% 164

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JHIU
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Wellington Management Group
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NC
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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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Beacon Financial Group's PBR Position: Q4 2013 in Review

Beacon Financial Group sold out of Petrobras (PBR) in Q4 2013, closing a stake of 15,552 shares — an estimated $239K sold.

Beacon Financial Group first reported a position in PBR in Q3 2013 and held it in 1 quarter. The position peaked at $239K in Q3 2013. 341 funds tracked by Wall St. Rank hold PBR as of Q4 2013.

  • Beacon Financial Group reported no remaining Petrobras position as of Q4 2013 after selling out during the quarter.
  • Beacon Financial Group sold 15,552 Petrobras shares in Q4 2013, an estimated $239K.
  • Beacon Financial Group first reported a position in Petrobras in Q3 2013 and held it in 1 quarter.
  • Beacon Financial Group's Petrobras position peaked at $239K in Q3 2013.
  • 341 funds tracked by Wall St. Rank held Petrobras as of Q4 2013.

Based on Beacon Financial Group's 13F filing for Q4 2013, filed 10 Feb 2014.