PAS
AHRT

Partnervest Advisory Services’s AH Realty Trust AHRT Stock Holding History

Partnervest Advisory Services’s Portfolio AHRT Stock Details AHRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-129
Closed -$1K – 1044
2014
Q1 		$1K Hold
129
– – ﹤0.01% 976
2013
Q4 		$1K Hold
129
– – ﹤0.01% 956
2013
Q3 		$1K Hold
129
– – ﹤0.01% 968
2013
Q2 		$2K Buy
+129
New +$1.49K ﹤0.01% 863

Other funds holding AHRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Partnervest Advisory Services's AHRT Position: Q2 2014 in Review

Partnervest Advisory Services sold out of AH Realty Trust (AHRT) in Q2 2014, closing a stake of 129 shares — an estimated $1K sold.

Partnervest Advisory Services first reported a position in AHRT in Q2 2013 and held it in 4 quarters. The position peaked at $2K in Q2 2013. 83 funds tracked by Wall St. Rank hold AHRT as of Q2 2014.

  • Partnervest Advisory Services reported no remaining AH Realty Trust position as of Q2 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 129 AH Realty Trust shares in Q2 2014, an estimated $1K.
  • Partnervest Advisory Services first reported a position in AH Realty Trust in Q2 2013 and held it in 4 quarters.
  • Partnervest Advisory Services's AH Realty Trust position peaked at $2K in Q2 2013.
  • 83 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2014.

Based on Partnervest Advisory Services's 13F filing for Q2 2014, filed 14 Aug 2014.