Partnervest Advisory Services’s First Financial Bankshares FFIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,892	Closed	-$242K	–	220
2019 Q4	$242K	Hold	6,892	–	–	0.09%	182
2019 Q3	$230K	Hold	6,892	–	–	0.08%	200
2019 Q2	$212K	Buy	+6,892	New	+$207K	0.08%	199
2018 Q4	–	Sell	-6,892	Closed	-$204K	–	225
2018 Q3	$204K	Buy	+6,892	New	+$200K	0.08%	201
2014 Q3	–	Sell	-6,892	Closed	-$108K	–	370
2014 Q2	$108K	Hold	6,892	–	–	0.05%	233
2014 Q1	$106K	Hold	6,892	–	–	0.05%	224
2013 Q4	$114K	Hold	6,892	–	–	0.05%	207
2013 Q3	$101K	Hold	6,892	–	–	0.05%	191
2013 Q2	$96K	Buy	+6,892	New	+$89.7K	0.04%	161

Other funds holding FFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Partnervest Advisory Services's FFIN Position: Q1 2020 in Review

Partnervest Advisory Services sold out of First Financial Bankshares (FFIN) in Q1 2020, closing a stake of 6,892 shares — an estimated $242K sold.

Partnervest Advisory Services first reported a position in FFIN in Q2 2013 and held it in 9 quarters. The position peaked at $242K in Q4 2019. 217 funds tracked by Wall St. Rank hold FFIN as of Q1 2020.

Partnervest Advisory Services reported no remaining First Financial Bankshares position as of Q1 2020 after selling out during the quarter.
Partnervest Advisory Services sold 6,892 First Financial Bankshares shares in Q1 2020, an estimated $242K.
Partnervest Advisory Services first reported a position in First Financial Bankshares in Q2 2013 and held it in 9 quarters.
Partnervest Advisory Services's First Financial Bankshares position peaked at $242K in Q4 2019.
217 funds tracked by Wall St. Rank held First Financial Bankshares as of Q1 2020.

Based on Partnervest Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.