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Partnervest Advisory Services’s Trimble TRMB Stock Holding History

Partnervest Advisory Services’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-611
Closed -$18K – 1082
2013
Q3 		$18K Hold
611
– – 0.01% 494
2013
Q2 		$16K Buy
+611
New +$16.9K 0.01% 484

Other funds holding TRMB

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Partnervest Advisory Services sold out of Trimble (TRMB) in Q4 2013, closing a stake of 611 shares — an estimated $18K sold.

Partnervest Advisory Services first reported a position in TRMB in Q2 2013 and held it in 2 quarters. The position peaked at $18K in Q3 2013. 351 funds tracked by Wall St. Rank hold TRMB as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Trimble position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 611 Trimble shares in Q4 2013, an estimated $18K.
  • Partnervest Advisory Services first reported a position in Trimble in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's Trimble position peaked at $18K in Q3 2013.
  • 351 funds tracked by Wall St. Rank held Trimble as of Q4 2013.

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