Partnervest Advisory Services’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-5,898
Closed -$145K 941
2014
Q2
$145K Buy
5,898
+38
+0.6% +$917 0.07% 194
2014
Q1
$147K Sell
5,860
-282
-5% -$7.2K 0.07% 172
2013
Q4
$156K Buy
6,142
+4,468
+267% +$115K 0.07% 174
2013
Q3
$43K Buy
+1,674
New +$43K 0.02% 307

Other funds holding HVPW

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

Partnervest Advisory Services sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q3 2014, closing a stake of 5,898 shares — an estimated $145K sold.

Partnervest Advisory Services first reported a position in HVPW in Q3 2013 and held it in 4 quarters. The position peaked at $156K in Q4 2013. 17 funds tracked by Wall St. Rank hold HVPW as of Q3 2014.

  • Partnervest Advisory Services reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 5,898 U.S. Equity High Volatility Put Write Index Fund shares in Q3 2014, an estimated $145K.
  • Partnervest Advisory Services first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q3 2013 and held it in 4 quarters.
  • Partnervest Advisory Services's U.S. Equity High Volatility Put Write Index Fund position peaked at $156K in Q4 2013.
  • 17 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q3 2014.

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