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Triangle Securities Wealth Management’s Petrobras PBR Stock Holding History

Triangle Securities Wealth Management’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 		– Sell
-200
Closed -$3K – 307
2013
Q2 		$3K Buy
+200
New +$3.41K ﹤0.01% 484

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

Triangle Securities Wealth Management's PBR Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Petrobras (PBR) in Q3 2013, closing a stake of 200 shares — an estimated $3K sold.

Triangle Securities Wealth Management first reported a position in PBR in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 329 funds tracked by Wall St. Rank hold PBR as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Petrobras position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 200 Petrobras shares in Q3 2013, an estimated $3K.
  • Triangle Securities Wealth Management first reported a position in Petrobras in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Petrobras position peaked at $3K in Q2 2013.
  • 329 funds tracked by Wall St. Rank held Petrobras as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.