Mariner Wealth Advisors (Madison)’s Petrobras PBR Stock Holding History

Mariner Wealth Advisors (Madison)’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	$15K	Buy	+1,000	New	+$14.2K	0.01%	125

Other funds holding PBR

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s PBR Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) opened a new position in Petrobras (PBR) in Q3 2013: 1,000 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #125 among its holdings.

329 funds tracked by Wall St. Rank hold PBR as of Q3 2013.

Mariner Wealth Advisors (Madison) held 1,000 shares of Petrobras worth $15K as of Q3 2013.
Petrobras was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
Petrobras made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #125 holding.
329 funds tracked by Wall St. Rank held Petrobras as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.