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
- —
- 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.