Partnervest Advisory Services’s Appian APPN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-5,427	Closed	-$258K	–	242
2019 Q3	$258K	Buy	+5,427	New	+$254K	0.09%	187
2019 Q2	–	Sell	-9,673	Closed	-$333K	–	243
2019 Q1	$333K	Buy	+9,673	New	+$327K	0.14%	137

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Partnervest Advisory Services's APPN Position: Q4 2019 in Review

Partnervest Advisory Services sold out of Appian (APPN) in Q4 2019, closing a stake of 5,427 shares — an estimated $258K sold.

Partnervest Advisory Services first reported a position in APPN in Q1 2019 and held it in 2 quarters. The position peaked at $333K in Q1 2019. 159 funds tracked by Wall St. Rank hold APPN as of Q4 2019.

Partnervest Advisory Services reported no remaining Appian position as of Q4 2019 after selling out during the quarter.
Partnervest Advisory Services sold 5,427 Appian shares in Q4 2019, an estimated $258K.
Partnervest Advisory Services first reported a position in Appian in Q1 2019 and held it in 2 quarters.
Partnervest Advisory Services's Appian position peaked at $333K in Q1 2019.
159 funds tracked by Wall St. Rank held Appian as of Q4 2019.

Based on Partnervest Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.