PAS
FPT

Partnervest Advisory Services’s Federated Premier Intermediate M FPT Stock Holding History

Partnervest Advisory Services’s Portfolio FPT Stock Details FPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,142
Closed -$28K – 1041
2014
Q2 		$28K Hold
2,142
– – 0.01% 476
2014
Q1 		$27K Hold
2,142
– – 0.01% 442
2013
Q4 		$26K Buy
+2,142
New +$26.2K 0.01% 425

Other funds holding FPT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

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

Partnervest Advisory Services sold out of Federated Premier Intermediate M (FPT) in Q3 2014, closing a stake of 2,142 shares — an estimated $28K sold.

Partnervest Advisory Services first reported a position in FPT in Q4 2013 and held it in 3 quarters. The position peaked at $28K in Q2 2014. 19 funds tracked by Wall St. Rank hold FPT as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Federated Premier Intermediate M position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 2,142 Federated Premier Intermediate M shares in Q3 2014, an estimated $28K.
  • Partnervest Advisory Services first reported a position in Federated Premier Intermediate M in Q4 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's Federated Premier Intermediate M position peaked at $28K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q3 2014.

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