Partnervest Advisory Services’s Honda HMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-110	Closed	-$5K	–	1046
2013 Q4	$5K	Hold	110	–	–	﹤0.01%	766
2013 Q3	$4K	Hold	110	–	–	﹤0.01%	835
2013 Q2	$4K	Buy	+110	New	+$4.27K	﹤0.01%	771

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Partnervest Advisory Services's HMC Position: Q1 2014 in Review

Partnervest Advisory Services sold out of Honda (HMC) in Q1 2014, closing a stake of 110 shares — an estimated $5K sold.

Partnervest Advisory Services first reported a position in HMC in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q4 2013. 222 funds tracked by Wall St. Rank hold HMC as of Q1 2014.

Partnervest Advisory Services reported no remaining Honda position as of Q1 2014 after selling out during the quarter.
Partnervest Advisory Services sold 110 Honda shares in Q1 2014, an estimated $5K.
Partnervest Advisory Services first reported a position in Honda in Q2 2013 and held it in 3 quarters.
Partnervest Advisory Services's Honda position peaked at $5K in Q4 2013.
222 funds tracked by Wall St. Rank held Honda as of Q1 2014.

Based on Partnervest Advisory Services's 13F filing for Q1 2014, filed 12 May 2014.