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Disclosery

Partnervest Advisory Services LLC: PFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partnervest Advisory Services LLC on PFD, newest first. How the timeline and the estimate are built.

Partnervest Advisory Services LLC held 0 PFD shares at 2020-06-30 per its 13F-HR filed 2020-08-06.

the latest 13F is the newest step

  1. period ended2020-06-30
    13F 0 shares
    Change vs previous 13F -14,300 shares

    13F-HR 0001532516-20-000004 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2020-03-31
    13F 14,300 shares
    Change vs previous 13F -2,500 shares

    0.08% of the 13F portfolio, value $173,000.

    13F-HR 0001532516-20-000002 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-12-31
    13F 16,800 shares
    Change vs previous 13F -7,440 shares

    0.1% of the 13F portfolio, value $261,000.

    13F-HR 0001085146-20-000381 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-09-30
    13F 24,240 shares
    Change vs previous 13F -14,757 shares

    0.13% of the 13F portfolio, value $362,000.

    13F-HR 0001085146-19-002863 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2019-06-30
    13F 38,997 shares
    Change vs previous 13F -14,303 shares

    0.23% of the 13F portfolio, value $574,000.

    13F-HR 0001085146-19-002141 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2019-03-31
    13F 53,300 shares
    Change vs previous 13F +15,500 shares

    0.3% of the 13F portfolio, value $733,000.

    13F-HR 0001085146-19-001449 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2018-12-31
    13F 37,800 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $437,000.

    13F-HR 0001085146-19-000298 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).