Partnervest Advisory Services’s Affiliated Managers Group AMG Stock Holding History

Partnervest Advisory Services’s Portfolio AMG Stock Details AMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-4	Closed	-$1K	–	177
2014 Q2	$1K	Hold	4	–	–	﹤0.01%	994
2014 Q1	$1K	Buy	+4	New	+$786	﹤0.01%	980

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Partnervest Advisory Services's AMG Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Affiliated Managers Group (AMG) in Q3 2014, closing a stake of 4 shares — an estimated $1K sold.

Partnervest Advisory Services first reported a position in AMG in Q1 2014 and held it in 2 quarters. The position peaked at $1K in Q2 2014. 468 funds tracked by Wall St. Rank hold AMG as of Q3 2014.

Partnervest Advisory Services reported no remaining Affiliated Managers Group position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 4 Affiliated Managers Group shares in Q3 2014, an estimated $1K.
Partnervest Advisory Services first reported a position in Affiliated Managers Group in Q1 2014 and held it in 2 quarters.
Partnervest Advisory Services's Affiliated Managers Group position peaked at $1K in Q2 2014.
468 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.