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Disclosery

Partnervest Advisory Services LLC: XLC position timeline

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

Partnervest Advisory Services LLC held 45,317 XLC 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 45,317 shares
    Change vs previous 13F +13,336 shares

    0.85% of the 13F portfolio, value $2,691,000.

    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 31,981 shares
    Change vs previous 13F -7,701 shares

    0.65% of the 13F portfolio, value $1,728,000.

    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 39,682 shares
    Change vs previous 13F +39,682 shares

    0.79% of the 13F portfolio, value $1,756,000.

    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 ended2019-12-31
    13F 0 shares
    Change vs previous 13F -5,872 shares

    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).

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

  5. period ended2019-09-30
    13F 5,872 shares
    Change vs previous 13F -1,713 shares

    0.1% of the 13F portfolio, value $291,000.

    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).

  6. period ended2019-06-30
    13F 7,585 shares
    Change vs previous 13F +1,518 shares

    0.15% of the 13F portfolio, value $374,000.

    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).

  7. period ended2019-03-31
    13F 6,067 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $284,000.

    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).