PAS
GEF icon

Partnervest Advisory Services’s Greif GEF Stock Holding History

Partnervest Advisory Services’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-470
Closed -$23K – 1025
2013
Q3 		$23K Hold
470
– – 0.01% 422
2013
Q2 		$25K Buy
+470
New +$23.8K 0.01% 370

Other funds holding GEF

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Partnervest Advisory Services's GEF Position: Q4 2013 in Review

Partnervest Advisory Services sold out of Greif (GEF) in Q4 2013, closing a stake of 470 shares — an estimated $23K sold.

Partnervest Advisory Services first reported a position in GEF in Q2 2013 and held it in 2 quarters. The position peaked at $25K in Q2 2013. 193 funds tracked by Wall St. Rank hold GEF as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Greif position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 470 Greif shares in Q4 2013, an estimated $23K.
  • Partnervest Advisory Services first reported a position in Greif in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's Greif position peaked at $25K in Q2 2013.
  • 193 funds tracked by Wall St. Rank held Greif as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.