Partnervest Advisory Services’s Deutsche Bank DB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-24,000	Closed	-$228K	–	262
2020 Q2	$228K	Sell	24,000 -106,500	-82%	-$825K	0.09%	186
2020 Q1	$838K	Buy	130,500 +6,000	+5%	+$49.8K	0.38%	53
2019 Q4	$969K	Sell	124,500 -15,000	-11%	-$113K	0.36%	57
2019 Q3	$1.05M	Buy	139,500 +79,000	+131%	+$601K	0.37%	60
2019 Q2	$462K	Buy	60,500 +19,000	+46%	+$147K	0.18%	100
2019 Q1	$337K	Buy	41,500 +20,000	+93%	+$175K	0.14%	133
2018 Q4	$175K	Buy	21,500 +3,000	+16%	+$29.3K	0.08%	189
2018 Q3	$210K	Buy	+18,500	New	+$217K	0.08%	199

Other funds holding DB

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

HEC

Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return

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

Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AAMU

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Partnervest Advisory Services's DB Position: Q3 2020 in Review

Partnervest Advisory Services sold out of Deutsche Bank (DB) in Q3 2020, closing a stake of 24,000 shares — an estimated $228K sold.

Partnervest Advisory Services first reported a position in DB in Q3 2018 and held it in 8 quarters. The position peaked at $1.05M in Q3 2019. 201 funds tracked by Wall St. Rank hold DB as of Q3 2020.

Partnervest Advisory Services reported no remaining Deutsche Bank position as of Q3 2020 after selling out during the quarter.
Partnervest Advisory Services sold 24,000 Deutsche Bank shares in Q3 2020, an estimated $228K.
Partnervest Advisory Services first reported a position in Deutsche Bank in Q3 2018 and held it in 8 quarters.
Partnervest Advisory Services's Deutsche Bank position peaked at $1.05M in Q3 2019.
201 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.