FWM
PTNR

Focused Wealth Management’s Partner Communications PTNR Stock Holding History

Focused Wealth Management’s Portfolio PTNR Stock Details PTNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-80
Closed – – 736
2016
Q1 		$0 Hold
80
– – ﹤0.01% 730
2015
Q4 		$0 Hold
80
– – ﹤0.01% 740
2015
Q3 		$0 Hold
80
– – ﹤0.01% 732
2015
Q2 		$0 Hold
80
– – ﹤0.01% 716
2015
Q1 		$0 Hold
80
– – ﹤0.01% 714
2014
Q4 		$0 Hold
80
– – ﹤0.01% 724
2014
Q3 		$1K Hold
80
– – ﹤0.01% 664
2014
Q2 		$1K Sell
80
-120
-60% -$1.04K ﹤0.01% 646
2014
Q1 		$2K Hold
200
– – ﹤0.01% 578
2013
Q4 		$2K Buy
+200
New +$1.75K ﹤0.01% 572

Other funds holding PTNR

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focused Wealth Management's PTNR Position: Q2 2016 in Review

Focused Wealth Management sold out of Partner Communications (PTNR) in Q2 2016, closing a stake of 80 shares.

Focused Wealth Management first reported a position in PTNR in Q4 2013 and held it in 10 quarters. The position peaked at $2K in Q1 2014. 19 funds tracked by Wall St. Rank hold PTNR as of Q2 2016.

  • Focused Wealth Management reported no remaining Partner Communications position as of Q2 2016 after selling out during the quarter.
  • Focused Wealth Management sold 80 Partner Communications shares in Q2 2016.
  • Focused Wealth Management first reported a position in Partner Communications in Q4 2013 and held it in 10 quarters.
  • Focused Wealth Management's Partner Communications position peaked at $2K in Q1 2014.
  • 19 funds tracked by Wall St. Rank held Partner Communications as of Q2 2016.

Based on Focused Wealth Management's 13F filing for Q2 2016, filed 10 Aug 2016.