PAS
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Partnervest Advisory Services’s Polaris PII Stock Holding History

Partnervest Advisory Services’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-7
Closed -$1K – 617
2014
Q2 		$1K Hold
7
– – ﹤0.01% 1010
2014
Q1 		$1K Buy
+7
New +$944 ﹤0.01% 994

Other funds holding PII

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

Partnervest Advisory Services sold out of Polaris (PII) in Q3 2014, closing a stake of 7 shares — an estimated $1K sold.

Partnervest Advisory Services first reported a position in PII in Q1 2014 and held it in 2 quarters. The position peaked at $1K in Q2 2014. 448 funds tracked by Wall St. Rank hold PII as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Polaris position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 7 Polaris shares in Q3 2014, an estimated $1K.
  • Partnervest Advisory Services first reported a position in Polaris in Q1 2014 and held it in 2 quarters.
  • Partnervest Advisory Services's Polaris position peaked at $1K in Q2 2014.
  • 448 funds tracked by Wall St. Rank held Polaris as of Q3 2014.

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