Partnervest Advisory Services’s AstraZeneca AZN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-335	Closed	-$25K	–	202
2014 Q2	$25K	Hold	335	–	–	0.01%	492
2014 Q1	$22K	Hold	335	–	–	0.01%	476
2013 Q4	$20K	Hold	335	–	–	0.01%	469
2013 Q3	$17K	Hold	335	–	–	0.01%	502
2013 Q2	$16K	Buy	+335	New	+$17.1K	0.01%	475

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Partnervest Advisory Services sold out of AstraZeneca (AZN) in Q3 2014, closing a stake of 335 shares — an estimated $25K sold.

Partnervest Advisory Services first reported a position in AZN in Q2 2013 and held it in 5 quarters. The position peaked at $25K in Q2 2014. 402 funds tracked by Wall St. Rank hold AZN as of Q3 2014.

Partnervest Advisory Services reported no remaining AstraZeneca position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 335 AstraZeneca shares in Q3 2014, an estimated $25K.
Partnervest Advisory Services first reported a position in AstraZeneca in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's AstraZeneca position peaked at $25K in Q2 2014.
402 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2014.

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