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Partnervest Advisory Services’s Climb Global Solutions CLMB Stock Holding History

Partnervest Advisory Services’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-768
Closed -$3K – 252
2014
Q2 		$3K Buy
+768
New +$3.27K ﹤0.01% 925

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OCG
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TAM
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Vanguard Group
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FP
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AG
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Partnervest Advisory Services's CLMB Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Climb Global Solutions (CLMB) in Q3 2014, closing a stake of 768 shares — an estimated $3K sold.

Partnervest Advisory Services first reported a position in CLMB in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 27 funds tracked by Wall St. Rank hold CLMB as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Climb Global Solutions position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 768 Climb Global Solutions shares in Q3 2014, an estimated $3K.
  • Partnervest Advisory Services first reported a position in Climb Global Solutions in Q2 2014 and held it in 1 quarter.
  • Partnervest Advisory Services's Climb Global Solutions position peaked at $3K in Q2 2014.
  • 27 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2014.

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