Partnervest Advisory Services’s Viatris VTRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-24	Closed	-$1K	–	791
2014 Q2	$1K	Hold	24	–	–	﹤0.01%	1023
2014 Q1	$1K	Buy	+24	New	+$1.17K	﹤0.01%	1006
2013 Q4	–	Sell	-927	Closed	-$35K	–	1086
2013 Q3	$35K	Hold	927	–	–	0.02%	340
2013 Q2	$29K	Buy	+927	New	+$27.7K	0.01%	342

Other funds holding VTRS

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 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 Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Partnervest Advisory Services sold out of Viatris (VTRS) in Q3 2014, closing a stake of 24 shares — an estimated $1K sold.

Partnervest Advisory Services first reported a position in VTRS in Q2 2013 and held it in 4 quarters. The position peaked at $35K in Q3 2013. 629 funds tracked by Wall St. Rank hold VTRS as of Q3 2014.

Partnervest Advisory Services reported no remaining Viatris position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 24 Viatris shares in Q3 2014, an estimated $1K.
Partnervest Advisory Services first reported a position in Viatris in Q2 2013 and held it in 4 quarters.
Partnervest Advisory Services's Viatris position peaked at $35K in Q3 2013.
629 funds tracked by Wall St. Rank held Viatris as of Q3 2014.

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