Partnervest Advisory Services’s CarMax KMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-139	Closed	-$7K	–	504
2014 Q2	$7K	Hold	139	–	–	﹤0.01%	755
2014 Q1	$7K	Buy	139 +61	+78%	+$2.85K	﹤0.01%	725
2013 Q4	$4K	Hold	78	–	–	﹤0.01%	816
2013 Q3	$4K	Hold	78	–	–	﹤0.01%	843
2013 Q2	$4K	Buy	+78	New	+$3.54K	﹤0.01%	775

Other funds holding KMX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Partnervest Advisory Services sold out of CarMax (KMX) in Q3 2014, closing a stake of 139 shares — an estimated $7K sold.

Partnervest Advisory Services first reported a position in KMX in Q2 2013 and held it in 5 quarters. The position peaked at $7K in Q2 2014. 378 funds tracked by Wall St. Rank hold KMX as of Q3 2014.

Partnervest Advisory Services reported no remaining CarMax position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 139 CarMax shares in Q3 2014, an estimated $7K.
Partnervest Advisory Services first reported a position in CarMax in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's CarMax position peaked at $7K in Q2 2014.
378 funds tracked by Wall St. Rank held CarMax as of Q3 2014.

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