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Partnervest Advisory Services’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Partnervest Advisory Services’s Portfolio LKOR Stock Details LKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$264K Hold
4,250
– – 0.08% 186
2020
Q2 		$264K Buy
+4,250
New +$252K 0.1% 160

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SWRP
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UBS Group
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FHA
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Partnervest Advisory Services's LKOR Position: Q3 2020 in Review

Partnervest Advisory Services held its FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) position steady in Q3 2020 at 4,250 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #186.

Partnervest Advisory Services first reported a position in LKOR in Q2 2020 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold LKOR as of Q3 2020.

  • Partnervest Advisory Services held 4,250 shares of FlexShares Credit-Scored US Long Corporate Bond Index Fund worth $264K as of Q3 2020.
  • Partnervest Advisory Services left its FlexShares Credit-Scored US Long Corporate Bond Index Fund share count unchanged in Q3 2020.
  • FlexShares Credit-Scored US Long Corporate Bond Index Fund made up 0.08% of Partnervest Advisory Services's portfolio in Q3 2020, its #186 holding.
  • Partnervest Advisory Services first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q2 2020 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.