Partnervest Advisory Services’s Super Micro Computer SMCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-78,960	Closed	-$200K	–	211
2017 Q1	$200K	Sell	78,960 -1,480	-2%	-$3.92K	0.09%	189
2016 Q4	$226K	Buy	+80,440	New	+$203K	0.1%	180
2016 Q3	–	Sell	-101,440	Closed	-$252K	–	205
2016 Q2	$252K	Buy	101,440 +7,100	+8%	+$19.5K	0.12%	167
2016 Q1	$322K	Buy	94,340 +1,100	+1%	+$3.29K	0.17%	127
2015 Q4	$229K	Buy	93,240 +6,000	+7%	+$15.7K	0.13%	141
2015 Q3	$238K	Hold	87,240	–	–	0.14%	134
2015 Q2	$258K	Buy	+87,240	New	+$287K	0.13%	144
2015 Q1	–	Sell	-58,820	Closed	-$205K	–	179
2014 Q4	$205K	Buy	+58,820	New	+$184K	0.1%	144
2014 Q3	–	Sell	-58,820	Closed	-$149K	–	681
2014 Q2	$149K	Buy	58,820 +790	+1%	+$1.64K	0.07%	188
2014 Q1	$101K	Hold	58,030	–	–	0.05%	230
2013 Q4	$100K	Buy	+58,030	New	+$87.7K	0.05%	224

Other funds holding SMCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Partnervest Advisory Services's SMCI Position: Q2 2017 in Review

Partnervest Advisory Services sold out of Super Micro Computer (SMCI) in Q2 2017, closing a stake of 78,960 shares — an estimated $200K sold.

Partnervest Advisory Services first reported a position in SMCI in Q4 2013 and held it in 11 quarters. The position peaked at $322K in Q1 2016. 157 funds tracked by Wall St. Rank hold SMCI as of Q2 2017.

Partnervest Advisory Services reported no remaining Super Micro Computer position as of Q2 2017 after selling out during the quarter.
Partnervest Advisory Services sold 78,960 Super Micro Computer shares in Q2 2017, an estimated $200K.
Partnervest Advisory Services first reported a position in Super Micro Computer in Q4 2013 and held it in 11 quarters.
Partnervest Advisory Services's Super Micro Computer position peaked at $322K in Q1 2016.
157 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2017.

Based on Partnervest Advisory Services's 13F filing for Q2 2017, filed 2 Aug 2017.