Partnervest Advisory Services’s Yelp YELP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-200	Closed	-$15K	–	827
2014 Q2	$15K	Hold	200	–	–	0.01%	609
2014 Q1	$15K	Hold	200	–	–	0.01%	576
2013 Q4	$14K	Hold	200	–	–	0.01%	569
2013 Q3	$13K	Hold	200	–	–	0.01%	599
2013 Q2	$7K	Buy	+200	New	+$5.74K	﹤0.01%	676

Other funds holding YELP

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Partnervest Advisory Services sold out of Yelp (YELP) in Q3 2014, closing a stake of 200 shares — an estimated $15K sold.

Partnervest Advisory Services first reported a position in YELP in Q2 2013 and held it in 5 quarters. The position peaked at $15K in Q2 2014. 236 funds tracked by Wall St. Rank hold YELP as of Q3 2014.

Partnervest Advisory Services reported no remaining Yelp position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 200 Yelp shares in Q3 2014, an estimated $15K.
Partnervest Advisory Services first reported a position in Yelp in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Yelp position peaked at $15K in Q2 2014.
236 funds tracked by Wall St. Rank held Yelp as of Q3 2014.

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