PAS
KLAC icon

Partnervest Advisory Services’s KLA KLAC Stock Holding History

Partnervest Advisory Services’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,910
Closed -$12K – 1035
2013
Q3 		$12K Hold
1,910
– – 0.01% 609
2013
Q2 		$11K Buy
+1,910
New +$10.4K 0.01% 583

Other funds holding KLAC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Partnervest Advisory Services sold out of KLA (KLAC) in Q4 2013, closing a stake of 1,910 shares — an estimated $12K sold.

Partnervest Advisory Services first reported a position in KLAC in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q3 2013. 447 funds tracked by Wall St. Rank hold KLAC as of Q4 2013.

  • Partnervest Advisory Services reported no remaining KLA position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,910 KLA shares in Q4 2013, an estimated $12K.
  • Partnervest Advisory Services first reported a position in KLA in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's KLA position peaked at $12K in Q3 2013.
  • 447 funds tracked by Wall St. Rank held KLA as of Q4 2013.

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