Partnervest Advisory Services LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, Partnervest Advisory Services LLC opened 196 positions, added to 697, reduced 483 and sold out of 522.
- Q2 2016: Stock MSFT; Country of operation United States; Class COM; Shares before 12,033.
- Q2 2016: Stock T; Country of operation United States; Class COM; Shares before 39,139.
- Q2 2016: Stock CVX; Country of operation United States; Class COM; Shares before 11,691.
- Q2 2016: Stock META; Country of operation United States; Class CL A; Shares before 5,341.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1532516), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-25); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-04); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-03); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-30); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-11); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-07); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-12); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2016 | MSFT
MICROSOFT CORP | United States | COM | 12,033 | 16,747 | +4,714 | $665,000 | $857,000 | +$192,000 | 2016-08-04 |
|---|
| Q2 2016 | T
AT&T INC | United States | COM | 39,139 | 39,865 | +726 | $1,533,000 | $1,723,000 | +$190,000 | 2016-08-04 |
|---|
| Q2 2016 | CVX
CHEVRON CORP NEW | United States | COM | 11,691 | 12,097 | +406 | $1,115,000 | $1,268,000 | +$153,000 | 2016-08-04 |
|---|
| Q2 2016 | META
FACEBOOK INC | United States | CL A | 5,341 | 6,548 | +1,207 | $609,000 | $748,000 | +$139,000 | 2016-08-04 |
|---|
| Q2 2016 | JPM
JPMORGAN CHASE & CO | United States | COM | 19,130 | 20,377 | +1,247 | $1,133,000 | $1,266,000 | +$133,000 | 2016-08-04 |
|---|
| Q2 2016 | PEP
PEPSICO INC | United States | COM | 29,514 | 29,730 | +216 | $3,025,000 | $3,150,000 | +$125,000 | 2016-08-04 |
|---|
| Q2 2016 | PFE
PFIZER INC | United States | COM | 13,533 | 14,504 | +971 | $401,000 | $511,000 | +$110,000 | 2016-08-04 |
|---|
| Q2 2016 | ABBV
ABBVIE INC | United States | COM | 9,237 | 10,018 | +781 | $528,000 | $620,000 | +$92,000 | 2016-08-04 |
|---|
| Q2 2016 | MO
ALTRIA GROUP INC | United States | COM | 9,901 | 10,312 | +411 | $620,000 | $711,000 | +$91,000 | 2016-08-04 |
|---|
| Q2 2016 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 14,985 | 16,011 | +1,026 | $810,000 | $894,000 | +$84,000 | 2016-08-04 |
|---|
| Q2 2016 | PRLB
PROTO LABS INC | United States | COM | 4,053 | 4,297 | +244 | $312,000 | $247,000 | -$65,000 | 2016-08-04 |
|---|
| Q2 2016 | HD
HOME DEPOT INC | United States | COM | 2,795 | 3,415 | +620 | $373,000 | $436,000 | +$63,000 | 2016-08-04 |
|---|
| Q2 2016 | PM
PHILIP MORRIS INTL INC | United States | COM | 3,773 | 4,227 | +454 | $370,000 | $430,000 | +$60,000 | 2016-08-04 |
|---|
| Q2 2016 | SLB
SCHLUMBERGER LTD | | COM | 3,189 | 3,659 | +470 | $235,000 | $289,000 | +$54,000 | 2016-08-04 |
|---|
| Q2 2016 | TRV
TRAVELERS COMPANIES INC | United States | COM | 2,148 | 2,473 | +325 | $251,000 | $294,000 | +$43,000 | 2016-08-04 |
|---|
| Q2 2016 | MCHP
MICROCHIP TECHNOLOGY INC | United States | COM | 5,687 | 6,247 | +560 | $274,000 | $317,000 | +$43,000 | 2016-08-04 |
|---|
| Q2 2016 | CB
CHUBB LIMITED | | COM | 2,779 | 2,843 | +64 | $331,000 | $372,000 | +$41,000 | 2016-08-04 |
|---|
| Q2 2016 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 2,424 | 2,750 | +326 | $256,000 | $296,000 | +$40,000 | 2016-08-04 |
|---|
| Q2 2016 | WFC
WELLS FARGO & CO NEW | United States | COM | 18,358 | 19,542 | +1,184 | $888,000 | $925,000 | +$37,000 | 2016-08-04 |
|---|
| Q2 2016 | COST
COSTCO WHSL CORP NEW | United States | COM | 1,923 | 2,128 | +205 | $303,000 | $334,000 | +$31,000 | 2016-08-04 |
|---|
| Q2 2016 | IP
INTL PAPER CO | United States | COM | 6,447 | 6,973 | +526 | $265,000 | $296,000 | +$31,000 | 2016-08-04 |
|---|
| Q2 2016 | OXY
OCCIDENTAL PETE CORP DEL | United States | COM | 3,496 | 3,539 | +43 | $239,000 | $267,000 | +$28,000 | 2016-08-04 |
|---|
| Q2 2016 | SBUX
STARBUCKS CORP | United States | COM | 9,185 | 9,980 | +795 | $548,000 | $570,000 | +$22,000 | 2016-08-04 |
|---|
| Q2 2016 | PNC
PNC FINL SVCS GROUP INC | United States | COM | 2,614 | 2,974 | +360 | $221,000 | $242,000 | +$21,000 | 2016-08-04 |
|---|
| Q2 2016 | DAL
DELTA AIR LINES INC DEL | United States | COM NEW | 7,753 | 9,783 | +2,030 | $377,000 | $356,000 | -$21,000 | 2016-08-04 |
|---|
| Q2 2016 | TGT
TARGET CORP | United States | COM | 3,682 | 4,057 | +375 | $303,000 | $283,000 | -$20,000 | 2016-08-04 |
|---|
| Q2 2016 | CL
COLGATE PALMOLIVE CO | United States | COM | 6,459 | 6,463 | +4 | $456,000 | $473,000 | +$17,000 | 2016-08-04 |
|---|
| Q2 2016 | CSCO
CISCO SYS INC | United States | COM | 11,231 | 11,708 | +477 | $320,000 | $336,000 | +$16,000 | 2016-08-04 |
|---|
| Q2 2016 | DIS
DISNEY WALT CO | United States | COM DISNEY | 7,724 | 7,958 | +234 | $767,000 | $778,000 | +$11,000 | 2016-08-04 |
|---|
| Q2 2016 | PSEC
PROSPECT CAPITAL CORPORATION | United States | COM | 14,327 | 14,710 | +383 | $104,000 | $115,000 | +$11,000 | 2016-08-04 |
|---|
| Q2 2016 | CVS
CVS HEALTH CORP | United States | COM | 2,765 | 2,907 | +142 | $287,000 | $278,000 | -$9,000 | 2016-08-04 |
|---|
| Q2 2016 | PSX
PHILLIPS 66 | United States | COM | 2,892 | 3,067 | +175 | $250,000 | $243,000 | -$7,000 | 2016-08-04 |
|---|
| Q2 2016 | GILD
GILEAD SCIENCES INC | United States | COM | 3,757 | 4,190 | +433 | $345,000 | $350,000 | +$5,000 | 2016-08-04 |
|---|
| Q2 2016 | GOOG
ALPHABET INC | United States | CAP STK CL C | 804 | 871 | +67 | $599,000 | $603,000 | +$4,000 | 2016-08-04 |
|---|
| Q2 2016 | GM
GENERAL MTRS CO | United States | COM | 8,714 | 9,648 | +934 | $274,000 | $273,000 | -$1,000 | 2016-08-04 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |