PAS
MWV

Partnervest Advisory Services’s MEADWESTVACO CORP MWV Stock Holding History

Partnervest Advisory Services’s Portfolio MWV Stock Details MWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-264
Closed -$12K – 994
2014
Q2 		$12K Buy
264
+1
+0.4% +$41 0.01% 663
2014
Q1 		$10K Buy
263
+4
+2% +$145 ﹤0.01% 665
2013
Q4 		$10K Buy
259
+1
+0.4% +$36 ﹤0.01% 652
2013
Q3 		$10K Hold
258
– – 0.01% 665
2013
Q2 		$9K Buy
+258
New +$9.07K ﹤0.01% 632

Other funds holding MWV

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Partnervest Advisory Services sold out of MEADWESTVACO CORP (MWV) in Q3 2014, closing a stake of 264 shares — an estimated $12K sold.

Partnervest Advisory Services first reported a position in MWV in Q2 2013 and held it in 5 quarters. The position peaked at $12K in Q2 2014. 360 funds tracked by Wall St. Rank hold MWV as of Q3 2014.

  • Partnervest Advisory Services reported no remaining MEADWESTVACO CORP position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 264 MEADWESTVACO CORP shares in Q3 2014, an estimated $12K.
  • Partnervest Advisory Services first reported a position in MEADWESTVACO CORP in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's MEADWESTVACO CORP position peaked at $12K in Q2 2014.
  • 360 funds tracked by Wall St. Rank held MEADWESTVACO CORP as of Q3 2014.

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