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Partnervest Advisory Services LLC: UPS position timeline

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

Partnervest Advisory Services LLC held 1,860 UPS shares at 2020-09-30 per its 13F-HR filed 2020-11-03.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 1,860 shares
    Change vs previous 13F -516 shares

    0.1% of the 13F portfolio, value $310,000.

    13F-HR 0001532516-20-000006 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).

  2. period ended2020-06-30
    13F 2,376 shares
    Change vs previous 13F -2,447 shares

    0.1% of the 13F portfolio, value $264,000.

    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).

  3. period ended2020-03-31
    13F 4,823 shares
    Change vs previous 13F +4,823 shares

    0.2% of the 13F portfolio, value $451,000.

    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).

  4. period ended2019-03-31
    13F 0 shares
    Change vs previous 13F -4,203 shares

    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).

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

  5. period ended2018-12-31
    13F 4,203 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $410,000.

    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).