Partnervest Advisory Services’s DocuSign DOCU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$364K	Buy	1,693 +18	+1%	+$3.74K	0.12%	147
2020 Q2	$288K	Buy	+1,675	New	+$211K	0.11%	150

Other funds holding DOCU

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Partnervest Advisory Services increased its DocuSign (DOCU) stake by 1.1% in Q3 2020, buying an estimated $3.74K and bringing the position to 1,693 shares worth $364K. The position accounts for 0.12% of the portfolio, ranked #147.

Partnervest Advisory Services first reported a position in DOCU in Q2 2020 and has held it in 2 quarters since. 849 funds tracked by Wall St. Rank hold DOCU as of Q3 2020.

Partnervest Advisory Services held 1,693 shares of DocuSign worth $364K as of Q3 2020.
Partnervest Advisory Services bought 18 DocuSign shares in Q3 2020, an estimated $3.74K.
DocuSign made up 0.12% of Partnervest Advisory Services's portfolio in Q3 2020, its #147 holding.
Partnervest Advisory Services first reported a position in DocuSign in Q2 2020 and has held it in 2 quarters since.
849 funds tracked by Wall St. Rank held DocuSign as of Q3 2020.

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