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Partnervest Advisory Services’s KB Home KBH Stock Holding History

Partnervest Advisory Services’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-23,320
Closed -$333K – 202
2016
Q1 		$333K Buy
+23,320
New +$272K 0.17% 122
2014
Q3 		– Sell
-13,200
Closed -$247K – 500
2014
Q2 		$247K Sell
13,200
-4,300
-25% -$72K 0.11% 128
2014
Q1 		$297K Buy
+17,500
New +$321K 0.13% 110

Other funds holding KBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Partnervest Advisory Services's KBH Position: Q2 2016 in Review

Partnervest Advisory Services sold out of KB Home (KBH) in Q2 2016, closing a stake of 23,320 shares — an estimated $333K sold.

Partnervest Advisory Services first reported a position in KBH in Q1 2014 and held it in 3 quarters. The position peaked at $333K in Q1 2016. 204 funds tracked by Wall St. Rank hold KBH as of Q2 2016.

  • Partnervest Advisory Services reported no remaining KB Home position as of Q2 2016 after selling out during the quarter.
  • Partnervest Advisory Services sold 23,320 KB Home shares in Q2 2016, an estimated $333K.
  • Partnervest Advisory Services first reported a position in KB Home in Q1 2014 and held it in 3 quarters.
  • Partnervest Advisory Services's KB Home position peaked at $333K in Q1 2016.
  • 204 funds tracked by Wall St. Rank held KB Home as of Q2 2016.

Based on Partnervest Advisory Services's 13F filing for Q2 2016, filed 4 Aug 2016.