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Partnervest Advisory Services’s Ericsson ERIC Stock Holding History

Partnervest Advisory Services’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-497
Closed -$7K – 1057
2014
Q1 		$7K Hold
497
– – ﹤0.01% 717
2013
Q4 		$6K Sell
497
-513
-51% -$6.38K ﹤0.01% 727
2013
Q3 		$13K Sell
1,010
-205
-17% -$2.54K 0.01% 587
2013
Q2 		$14K Buy
+1,215
New +$14.5K 0.01% 517

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Partnervest Advisory Services's ERIC Position: Q2 2014 in Review

Partnervest Advisory Services sold out of Ericsson (ERIC) in Q2 2014, closing a stake of 497 shares — an estimated $7K sold.

Partnervest Advisory Services first reported a position in ERIC in Q2 2013 and held it in 4 quarters. The position peaked at $14K in Q2 2013. 235 funds tracked by Wall St. Rank hold ERIC as of Q2 2014.

  • Partnervest Advisory Services reported no remaining Ericsson position as of Q2 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 497 Ericsson shares in Q2 2014, an estimated $7K.
  • Partnervest Advisory Services first reported a position in Ericsson in Q2 2013 and held it in 4 quarters.
  • Partnervest Advisory Services's Ericsson position peaked at $14K in Q2 2013.
  • 235 funds tracked by Wall St. Rank held Ericsson as of Q2 2014.

Based on Partnervest Advisory Services's 13F filing for Q2 2014, filed 14 Aug 2014.