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McAdams Wright Ragen’s Petrobras PBR Stock Holding History

McAdams Wright Ragen’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
-11,630
Closed -$180K – 383
2013
Q3 		$180K Buy
+11,630
New +$166K 0.01% 325

Other funds holding PBR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

McAdams Wright Ragen's PBR Position: Q4 2013 in Review

McAdams Wright Ragen sold out of Petrobras (PBR) in Q4 2013, closing a stake of 11,630 shares — an estimated $180K sold.

McAdams Wright Ragen first reported a position in PBR in Q3 2013 and held it in 1 quarter. The position peaked at $180K in Q3 2013. 341 funds tracked by Wall St. Rank hold PBR as of Q4 2013.

  • McAdams Wright Ragen reported no remaining Petrobras position as of Q4 2013 after selling out during the quarter.
  • McAdams Wright Ragen sold 11,630 Petrobras shares in Q4 2013, an estimated $180K.
  • McAdams Wright Ragen first reported a position in Petrobras in Q3 2013 and held it in 1 quarter.
  • McAdams Wright Ragen's Petrobras position peaked at $180K in Q3 2013.
  • 341 funds tracked by Wall St. Rank held Petrobras as of Q4 2013.

Based on McAdams Wright Ragen's 13F filing for Q4 2013, filed 11 Feb 2014.