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Partnervest Advisory Services’s Align Technology ALGN Stock Holding History

Partnervest Advisory Services’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-407
Closed -$20K – 988
2013
Q3 		$20K Hold
407
– – 0.01% 454
2013
Q2 		$15K Buy
+407
New +$14K 0.01% 490

Other funds holding ALGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Partnervest Advisory Services's ALGN Position: Q4 2013 in Review

Partnervest Advisory Services sold out of Align Technology (ALGN) in Q4 2013, closing a stake of 407 shares — an estimated $20K sold.

Partnervest Advisory Services first reported a position in ALGN in Q2 2013 and held it in 2 quarters. The position peaked at $20K in Q3 2013. 248 funds tracked by Wall St. Rank hold ALGN as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Align Technology position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 407 Align Technology shares in Q4 2013, an estimated $20K.
  • Partnervest Advisory Services first reported a position in Align Technology in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's Align Technology position peaked at $20K in Q3 2013.
  • 248 funds tracked by Wall St. Rank held Align Technology as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.