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WealthTrust-Arizona’s Petrobras PBR Stock Holding History

WealthTrust-Arizona’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
2014
Q1 		– Sell
-880
Closed -$12K – 720
2013
Q4 		$12K Sell
880
-8
-0.9% -$124 0.01% 377
2013
Q3 		$14K Hold
888
– – 0.02% 303
2013
Q2 		$12K Buy
+888
New +$15.1K 0.02% 304

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

WealthTrust-Arizona's PBR Position: Q1 2014 in Review

WealthTrust-Arizona sold out of Petrobras (PBR) in Q1 2014, closing a stake of 880 shares — an estimated $12K sold.

WealthTrust-Arizona first reported a position in PBR in Q2 2013 and held it in 3 quarters. The position peaked at $14K in Q3 2013. 335 funds tracked by Wall St. Rank hold PBR as of Q1 2014.

  • WealthTrust-Arizona reported no remaining Petrobras position as of Q1 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 880 Petrobras shares in Q1 2014, an estimated $12K.
  • WealthTrust-Arizona first reported a position in Petrobras in Q2 2013 and held it in 3 quarters.
  • WealthTrust-Arizona's Petrobras position peaked at $14K in Q3 2013.
  • 335 funds tracked by Wall St. Rank held Petrobras as of Q1 2014.

Based on WealthTrust-Arizona's 13F filing for Q1 2014, filed 23 Apr 2014.