Partnervest Advisory Services LLC

All 13F Filings

Location
Most recent 13F
Q1 2014
Holdings value ($000)
223,345
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2014 5/12/2014 1,046 223,345 13F-HR Partnervest Advisory Services LLC
Q4 2013 2/11/2014 1,007 214,971 13F-HR Partnervest Advisory Services LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 120 (0.1% of total reported value) · QoQ Δ: +120
Type Value ($000) Share % Inflow Outflow Net
Stocks 95.05 K 42.8% 4.986 K 0 4.986 K
ETFs 126.2 K 56.9% 3.415 K 0 3.415 K
Debt 570 0.3% 117 0 117
Other 77 0.0% 0 88 -88
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Fund Snapshot

Q1 2014
Latest filed
5/12/2014
Total value ($000)
223,345
Holdings
1046
QoQ value change ($000)
8,374 (3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.