PAS
TAHO

Partnervest Advisory Services’s Tahoe Resources Inc TAHO Stock Holding History

Partnervest Advisory Services’s Portfolio TAHO Stock Details TAHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-750
Closed -$20K – 897
2014
Q2 		$20K Hold
750
– – 0.01% 540
2014
Q1 		$16K Hold
750
– – 0.01% 568
2013
Q4 		$12K Hold
750
– – 0.01% 613
2013
Q3 		$13K Hold
750
– – 0.01% 603
2013
Q2 		$11K Buy
+750
New +$11.5K 0.01% 593

Other funds holding TAHO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Partnervest Advisory Services sold out of Tahoe Resources Inc (TAHO) in Q3 2014, closing a stake of 750 shares — an estimated $20K sold.

Partnervest Advisory Services first reported a position in TAHO in Q2 2013 and held it in 5 quarters. The position peaked at $20K in Q2 2014. 113 funds tracked by Wall St. Rank hold TAHO as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Tahoe Resources Inc position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 750 Tahoe Resources Inc shares in Q3 2014, an estimated $20K.
  • Partnervest Advisory Services first reported a position in Tahoe Resources Inc in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Tahoe Resources Inc position peaked at $20K in Q2 2014.
  • 113 funds tracked by Wall St. Rank held Tahoe Resources Inc as of Q3 2014.

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