Partnervest Advisory Services’s Maximus MMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-1,830	Closed	-$82K	–	1045
2013 Q3	$82K	Sell	1,830 -1,730	-49%	-$66.9K	0.04%	212
2013 Q2	$66K	Buy	+3,560	New	+$136K	0.03%	201

Other funds holding MMS

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

BIT

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

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

Partnervest Advisory Services sold out of Maximus (MMS) in Q4 2013, closing a stake of 1,830 shares — an estimated $82K sold.

Partnervest Advisory Services first reported a position in MMS in Q2 2013 and held it in 2 quarters. The position peaked at $82K in Q3 2013. 238 funds tracked by Wall St. Rank hold MMS as of Q4 2013.

Partnervest Advisory Services reported no remaining Maximus position as of Q4 2013 after selling out during the quarter.
Partnervest Advisory Services sold 1,830 Maximus shares in Q4 2013, an estimated $82K.
Partnervest Advisory Services first reported a position in Maximus in Q2 2013 and held it in 2 quarters.
Partnervest Advisory Services's Maximus position peaked at $82K in Q3 2013.
238 funds tracked by Wall St. Rank held Maximus as of Q4 2013.

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