PAS
FPI

Partnervest Advisory Services’s Farmland Partners FPI Stock Holding History

Partnervest Advisory Services’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4,775
Closed -$63K – 377
2014
Q2 		$63K Buy
+4,775
New +$62.4K 0.03% 325

Other funds holding FPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
EWP
Edmunds White Partners Richmond, Virginia $69.2M AUM 56.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Partnervest Advisory Services's FPI Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Farmland Partners (FPI) in Q3 2014, closing a stake of 4,775 shares — an estimated $63K sold.

Partnervest Advisory Services first reported a position in FPI in Q2 2014 and held it in 1 quarter. The position peaked at $63K in Q2 2014. 22 funds tracked by Wall St. Rank hold FPI as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Farmland Partners position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 4,775 Farmland Partners shares in Q3 2014, an estimated $63K.
  • Partnervest Advisory Services first reported a position in Farmland Partners in Q2 2014 and held it in 1 quarter.
  • Partnervest Advisory Services's Farmland Partners position peaked at $63K in Q2 2014.
  • 22 funds tracked by Wall St. Rank held Farmland Partners as of Q3 2014.

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