Partnervest Advisory Services
Latest statistics and disclosures from Partnervest Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, Advisorshares Tr star glob buyw, RS, Ishares Tr usa min vo, IBM, and represent 34.03% of Partnervest Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: XLF, IWM, Doubleline Total Etf etf, ARCC, EFA, PHB, CVX, Powershares S&p 500, XOM, VIG.
- Started 19 new stock positions in XBI, Global X Fds glbl x mlp etf, IJJ, CRM, Pimco Total Return Etf totl, CAT, FBT, BX, RTM, COST. VGSH, Brookfield Real Assets Incom shs ben int, Wisdomtree Continuous Commodity Index Fund etf, IAT, Alerian Mlp Etf(amlp), FDN, Cboe spy us 05/19/17 p235, RYH, * Proshares Tr S&p 500 Aristo Added.
- Reduced shares in these 10 stocks: SPY (-$5.67M), IBM, VCSH, Real Estate Select Sect Spdr, PFF, LQD, BIV, RS, Hilton Worldwide Holdings, BAB.
- Sold out of its positions in CVS, CHL, First Tr Inter Duration Pfd & Income Fd, FXH, GILD, TIP, LQD, IWO, Nextera Energy Partners, OSTK. PIV, Powershares Act Mang Comm Fd db opt yld div, Proshares Tr Short Russell2000, Proshares Ultrashort Qqq Etf, XLP, Real Estate Select Sect Spdr, BIV, VYM, VPU, XLNX, Cboe spy us 09/16/16 p206.
- Partnervest Advisory Services was a net seller of stock by $4.70M.
- Partnervest Advisory Services has $223.41M in assets under management (AUM), growing by 1.86%.
Partnervest Advisory Services portfolio companies for March 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Price | Last Trade |
|---|---|---|---|---|
| SPDR S&P; 500 ETF (SPY) | 18.74 | 177651 -11.00% | 235.73 | 243.26 |
| Advisorshares Tr star glob buyw | 6.99 | 547397 | 28.51 | 0.00 |
| Reliance Steel & Aluminum (RS) | 3.11 | 86847 -9.00% | 80.01 | 71.32 |
| Ishares Tr usa min vo | 2.89 | 135381 +5.00% | 47.72 | 0.00 |
| International Business Machines (IBM) | 2.30 | 29505 -34.00% | 174.14 | 155.23 |
| iShares MSCI EAFE Index Fund (EFA) | 2.30 | 82572 +15.00% | 62.29 | 65.25 |
| iShares Russell 2000 Index (IWM) | 2.11 | 34235 +106.00% | 137.51 | 141.08 |
| iShares Russell 1000 Growth Index (IWF) | 1.81 | 35580 | 113.80 | 120.50 |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 1.64 | 36016 +2.00% | 101.65 | 101.70 |
| Pepsi (PEP) | 1.57 | 31374 +4.00% | 111.84 | 117.12 |
| Financial Select Sector SPDR (XLF) | 1.50 | 141189 +1352.00% | 23.72 | 24.02 |
| Apple (AAPL) | 1.48 | 23061 -4.00% | 143.66 | 145.82 |
| Doubleline Total Etf etf | 1.34 | 61328 +69.00% | 48.85 | 0.00 |
| PowerShares Hgh Yield Corporate Bnd (PHB) | 1.32 | 156428 +28.00% | 18.81 | 18.98 |
| Vanguard REIT ETF (VNQ) | 1.20 | 32397 +2.00% | 82.59 | 84.75 |
| iShares Russell 1000 Value Index (IWD) | 1.08 | 20959 -4.00% | 114.94 | 116.40 |
| iShares MSCI Emerging Markets Indx (EEM) | 1.06 | 60038 | 39.38 | 41.90 |
| iShares Russell Midcap Growth Idx. (IWP) | 0.98 | 21042 -10.00% | 103.74 | 109.27 |
| Powershares S&p 500 | 0.93 | 51383 +40.00% | 40.52 | 0.00 |
| Powershares Exchange | 0.86 | 45332 | 42.31 | 0.00 |
| JPMorgan Chase & Co. (JPM) | 0.85 | 21589 | 87.82 | 87.24 |
| Exxon Mobil Corporation (XOM) | 0.84 | 22772 +44.00% | 81.99 | 81.24 |
| Chevron Corporation (CVX) | 0.84 | 17401 +49.00% | 107.35 | 104.14 |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.80 | 8704 | 206.34 | 213.87 |
| SPDR S&P; Dividend (SDY) | 0.80 | 20326 -14.00% | 88.17 | 89.34 |
| Ares Capital Corporation (ARCC) | 0.76 | 97897 +89.00% | 17.38 | 16.34 |
| Sempra Energy (SRE) | 0.75 | 15145 | 110.53 | 114.04 |
| Ishares Inc em mkt min vol | 0.73 | 30308 +7.00% | 53.48 | 0.00 |
| Ishares Em Corp Bond etf | 0.72 | 31831 -5.00% | 50.45 | 0.00 |
| Global X Fds glbx suprinc e | 0.70 | 119671 +4.00% | 13.08 | 0.00 |
| Ishares Tr eafe min volat | 0.69 | 23491 -3.00% | 65.98 | 0.00 |
| AT&T; (T) | 0.64 | 34210 | 41.54 | 38.15 |
| SPDR S&P; MidCap 400 ETF (MDY) | 0.61 | 4395 | 312.40 | 318.51 |
| Vanguard Dividend Appreciation ETF (VIG) | 0.60 | 14862 +71.00% | 89.96 | 92.83 |
| iShares S&P; US Pref Stock Idx Fnd (PFF) | 0.58 | 33229 -41.00% | 38.70 | 39.22 |
| iShares MSCI Canada Index (EWC) | 0.54 | 44565 -23.00% | 26.88 | 26.43 |
| Claymore/zacks Mid-cap Core Etf cmn | 0.54 | 20531 +12.00% | 58.25 | 0.00 |
| Microsoft Corporation (MSFT) | 0.53 | 17814 | 65.85 | 70.53 |
| Wisdomtree Tr intl hedge eqt | 0.52 | 18329 -6.00% | 62.81 | 0.00 |
| PowerShares Insured Cali Muni Bond (PWZ) | 0.51 | 44823 +2.00% | 25.34 | 26.13 |
| Calavo Growers (CVGW) | 0.50 | 18250 -9.00% | 60.60 | 69.05 |
| Facebook Inc cl a | 0.50 | 7907 +9.00% | 142.03 | 0.00 |
| Alphabet Inc Class C cs | 0.50 | 1333 -5.00% | 829.71 | 0.00 |
| General Electric Company (GE) | 0.47 | 35231 -2.00% | 29.80 | 27.61 |
| Vanguard Total Bond Market ETF (BND) | 0.46 | 12661 -13.00% | 81.12 | 82.34 |
| Wells Fargo & Company (WFC) | 0.44 | 17838 -8.00% | 55.67 | 52.90 |
| Vanguard Short-Term Bond ETF (BSV) | 0.44 | 12416 | 79.74 | 79.97 |
| Blackrock Liquidity T 60 money market | 0.44 | 978428 | 1.00 | 0.00 |
| Health Care SPDR (XLV) | 0.43 | 12992 +112.00% | 74.40 | 80.39 |
| WisdomTree Japan Total Dividend Fd (DXJ) | 0.43 | 18996 +6.00% | 50.65 | 51.52 |
| QUALCOMM (QCOM) | 0.40 | 15541 +16.00% | 57.33 | 56.56 |
| Rydex S&P; 500 Pure Growth ETF (RPG) | 0.40 | 10030 | 89.73 | 95.32 |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.38 | 17621 -9.00% | 48.15 | 50.21 |
| Johnson & Johnson (JNJ) | 0.37 | 6703 | 124.57 | 136.34 |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.37 | 8375 -2.00% | 99.70 | 103.67 |
| Altria (MO) | 0.36 | 11330 +2.00% | 71.40 | 76.53 |
| First Tr Exch Traded Fund Ii lng/sht equity | 0.35 | 22435 | 34.86 | 0.00 |
| First Tr Energy Infrastrctr | 0.34 | 39151 +112.00% | 19.31 | 0.00 |
| Powershares Etf Tr Ii s&p600 lovl pt | 0.34 | 17627 +6.00% | 42.89 | 0.00 |
| Amgen (AMGN) | 0.33 | 4508 | 164.15 | 173.67 |
| Technology SPDR (XLK) | 0.33 | 14020 -14.00% | 53.28 | 56.00 |
| PowerShares QQQ Trust, Series 1 (QQQQ) | 0.33 | 5592 -17.00% | 132.33 | 0.00 |
| Main Street Capital Corporation (MAIN) | 0.33 | 19007 -6.00% | 38.25 | 38.93 |
| Powershares Etf Tr Ii s^p500 low vol | 0.33 | 16878 -3.00% | 43.49 | 0.00 |
| Intel Corporation (INTC) | 0.32 | 20088 +102.00% | 36.09 | 34.07 |
| Procter & Gamble Company (PG) | 0.32 | 7876 -9.00% | 89.89 | 89.36 |
| Potash Corp. Of Saskatchewan I | 0.31 | 40070 -18.00% | 17.07 | 0.00 |
| Energy Select Sector SPDR (XLE) | 0.31 | 10038 -12.00% | 69.93 | 64.24 |
| Abbvie | 0.31 | 10548 +6.00% | 65.13 | 0.00 |
| Walt Disney Company (DIS) | 0.30 | 5864 +3.00% | 113.40 | 105.57 |
| Yum! Brands (YUM) | 0.30 | 10479 | 63.94 | 74.74 |
| Ipath S&p 500 Vix Short-term Futures Etn | 0.29 | 40450 +52.00% | 15.80 | 0.00 |
| Pfizer (PFE) | 0.28 | 18514 +14.00% | 34.19 | 34.04 |
| Amazon (AMZN) | 0.28 | 704 +26.00% | 886.36 | 993.98 |
| iShares S&P; 500 Growth Index (IVW) | 0.28 | 4801 -32.00% | 131.43 | 139.11 |
| Verizon Communications (VZ) | 0.27 | 12320 +7.00% | 48.78 | 45.75 |
| TOTAL S.A. (TOT) | 0.27 | 11935 +9.00% | 50.44 | 49.16 |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.27 | 7576 -74.00% | 79.73 | 80.12 |
| Dbx Etf Tr em curr hdg eq | 0.26 | 28648 +9.00% | 20.63 | 0.00 |
| Merck & Co (MRK) | 0.25 | 8841 +22.00% | 63.57 | 65.92 |
| PowerShares Insured Nati Muni Bond (PZA) | 0.24 | 21403 +3.00% | 25.04 | 25.64 |
| Bank of America Corporation (BAC) | 0.23 | 21995 -5.00% | 23.60 | 22.89 |
| Blackstone (BX) | 0.23 | 17085 NEW | 29.68 | 33.15 |
| Berkshire Hathaway (BRK.B) | 0.23 | 3140 -11.00% | 166.56 | 0.00 |
| Boeing Company (BA) | 0.23 | 2856 +3.00% | 176.82 | 199.98 |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) | 0.23 | 4800 -19.00% | 105.21 | 105.34 |
| Vanguard Energy ETF (VDE) | 0.23 | 5404 | 96.78 | 87.54 |
| First Tr Mlp & Energy Income | 0.23 | 31100 -6.00% | 16.33 | 0.00 |
| Vaneck Vectors Etf Tr mtg reit income | 0.23 | 21272 -2.00% | 24.02 | 0.00 |
| Mortgage Reit Index real | 0.23 | 11153 -23.00% | 45.28 | 0.00 |
| Eli Lilly & Co. (LLY) | 0.22 | 5820 +12.00% | 84.02 | 84.28 |
| Cisco Systems (CSCO) | 0.22 | 14828 +11.00% | 33.79 | 32.24 |
| Microchip Technology (MCHP) | 0.22 | 6595 +13.00% | 73.84 | 80.30 |
| International Paper Company (IP) | 0.22 | 9685 +19.00% | 50.80 | 56.73 |
| Barclays Bk Plc Ipsp croil etn | 0.22 | 89400 -43.00% | 5.58 | 0.00 |
| Alerian Mlp Etf(amlp) | 0.22 | 39427 NEW | 12.71 | 0.00 |
| First Trust Morningstar Divid Ledr (FDL) | 0.22 | 16823 -5.00% | 28.83 | 28.47 |
| Brookfield Real Assets Incom shs ben int | 0.22 | 21572 NEW | 22.76 | 0.00 |
| Capital Product | 0.21 | 132201 -5.00% | 3.57 | 0.00 |
| Rydex Etf Trust consumr staple | 0.21 | 3709 -2.00% | 124.56 | 0.00 |
| Advisorshares Tr trimtabs flt | 0.21 | 7196 | 65.31 | 0.00 |
| Philip Morris International (PM) | 0.20 | 4061 -2.00% | 112.78 | 119.51 |
| Schlumberger (SLB) | 0.20 | 5837 +41.00% | 78.12 | 65.89 |
| Vaneck Vectors Etf Tr morningstar wide | 0.20 | 11824 +11.00% | 37.55 | 0.00 |
| Home Depot (HD) | 0.19 | 2876 +8.00% | 146.73 | 151.42 |
| John Hancock Preferred Income Fund III (HPS) | 0.19 | 22593 -2.00% | 18.46 | 19.16 |
| Rydex S&P; Equal Weight Health Care (RYH) | 0.19 | 2588 NEW | 159.97 | 175.90 |
| Fidelity msci energy idx | 0.19 | 22147 +14.00% | 19.64 | 0.00 |
| Barings Participation Inv | 0.19 | 30139 -4.00% | 14.10 | 0.00 |
| Taiwan Semiconductor Mfg (TSM) | 0.18 | 12551 -12.00% | 32.83 | 36.13 |
| PNC Financial Services (PNC) | 0.18 | 3406 +6.00% | 120.38 | 120.38 |
| United Parcel Service (UPS) | 0.18 | 3822 +27.00% | 107.27 | 111.01 |
| 3M Company (MMM) | 0.18 | 2106 -5.00% | 191.36 | 212.61 |
| iShares S&P; MidCap 400 Index (IJH) | 0.18 | 2415 | 171.01 | 174.94 |
| Doubleline Opportunistic Cr | 0.18 | 17126 -14.00% | 23.88 | 0.00 |
| BlackRock (BLK) | 0.17 | 969 +14.00% | 383.90 | 424.69 |
| Travelers Companies (TRV) | 0.17 | 3167 +12.00% | 120.62 | 127.95 |
| Bank Of Montreal Cadcom Npv | 0.17 | 5217 -27.00% | 74.76 | 0.00 |
| Utilities SPDR (XLU) | 0.17 | 7390 +6.00% | 51.29 | 53.57 |
| ProShares Short Dow30 (DOG) | 0.17 | 21500 -20.00% | 18.09 | 17.38 |
| 0.17 | 25600 -7.00% | 14.96 | 0.00 | |
| Alibaba Group Holding Ltd Spon | 0.17 | 3585 -14.00% | 107.95 | 0.00 |
| Allergan | 0.17 | 1591 +40.00% | 238.84 | 0.00 |
| Alphabet Inc Class A cs | 0.17 | 439 +15.00% | 847.38 | 0.00 |
| Caterpillar (CAT) | 0.16 | 3841 NEW | 92.68 | 104.25 |
| Coca-Cola Company (KO) | 0.16 | 8479 -3.00% | 42.46 | 45.43 |
| Royal Dutch Shell (RDS.A) | 0.16 | 6708 +7.00% | 52.77 | 0.00 |
| PowerShares Dynamic Lg. Cap Value (PWV) | 0.16 | 10358 -31.00% | 35.34 | 35.99 |
| Gaslog Partners | 0.16 | 14193 -14.00% | 24.52 | 0.00 |
| Chubb | 0.16 | 2682 | 136.09 | 0.00 |
| Colgate-Palmolive Company (CL) | 0.15 | 4544 -29.00% | 73.28 | 75.89 |
| Target Corporation (TGT) | 0.15 | 6080 +30.00% | 55.26 | 51.48 |
| Industrial SPDR (XLI) | 0.15 | 5035 +32.00% | 65.14 | 68.03 |
| First Trust DJ Internet Index Fund (FDN) | 0.15 | 3800 NEW | 88.16 | 96.10 |
| General Motors Company (GM) | 0.15 | 9637 +12.00% | 35.38 | 34.52 |
| Phillips 66 | 0.15 | 4175 +15.00% | 79.28 | 0.00 |
| Wal-Mart Stores (WMT) | 0.14 | 4461 | 72.18 | 75.50 |
| iShares S&P; 500 Index (IVV) | 0.14 | 1320 -3.00% | 237.12 | 246.00 |
| Dycom Industries (DY) | 0.14 | 3406 -9.00% | 93.07 | 92.20 |
| Vanguard Total Stock Market ETF (VTI) | 0.14 | 2500 -9.00% | 121.20 | 125.14 |
| WisdomTree Dividend ex-Fin Fund (DTN) | 0.14 | 3809 -27.00% | 82.44 | 83.00 |
| Express Scripts Holding | 0.14 | 4639 +55.00% | 65.96 | 0.00 |
| Thermo Fisher Scientific (TMO) | 0.13 | 1947 -2.00% | 153.57 | 173.23 |
| Starbucks Corporation (SBUX) | 0.13 | 5006 | 58.33 | 59.64 |
| Oracle Corporation (ORCL) | 0.13 | 6692 -5.00% | 44.68 | 50.86 |
| iShares Dow Jones Select Dividend (DVY) | 0.13 | 3123 | 90.94 | 93.59 |
| Powershares Senior Loan Portfo mf | 0.13 | 12935 -12.00% | 23.27 | 0.00 |
| Flaherty & Crumrine Dyn Pfd shs | 0.13 | 11554 -14.00% | 24.49 | 0.00 |
| Proshares Tr short s&p 500 ne | 0.13 | 8500 -29.00% | 34.47 | 0.00 |
| Yum China Holdings | 0.13 | 10434 | 27.22 | 0.00 |
| Hilton Worldwide Holdings | 0.13 | 4806 -66.00% | 58.47 | 0.00 |
| Bank of Hawaii Corporation (BOH) | 0.12 | 3200 | 82.50 | 81.01 |
| Central Fd Cda Ltd cl a | 0.12 | 20410 | 12.84 | 0.00 |
| iShares S&P; 500 Value Index (IVE) | 0.12 | 2615 -4.00% | 104.02 | 105.33 |
| PowerShares Build America Bond Portfolio (BAB) | 0.12 | 8924 -67.00% | 29.36 | 30.29 |
| Rydex S&P; MidCap 400 Pure Growth ETF (RFG) | 0.12 | 1892 -5.00% | 135.84 | 141.22 |
| Dbx Trackers db xtr msci eur | 0.12 | 10017 | 27.05 | 0.00 |
| Costco Wholesale Corporation (COST) | 0.11 | 1471 NEW | 167.91 | 160.20 |
| iShares S&P; SmallCap 600 Index (IJR) | 0.11 | 3450 +104.00% | 69.28 | 70.20 |
| iShares Barclays Inter Crd Bd Fund ETF) (CIU) | 0.11 | 2250 | 108.89 | 110.17 |
| First Trust Amex Biotech Index Fnd (FBT) | 0.11 | 2300 NEW | 105.22 | 117.61 |
| Rydex S&P; Equal Weight Materials (RTM) | 0.11 | 2659 NEW | 95.52 | 98.40 |
| Sprott Physical Gold Trust (PHYS) | 0.11 | 23670 | 10.22 | 10.15 |
| Pimco Total Return Etf totl | 0.11 | 2345 NEW | 105.33 | 0.00 |
| Shell Midstream Prtnrs master ltd part | 0.11 | 7947 -42.00% | 32.21 | 0.00 |
| Wisdomtree Continuous Commodity Index Fund etf | 0.11 | 13167 NEW | 19.21 | 0.00 |
| American Express Company (AXP) | 0.10 | 2741 | 79.17 | 82.96 |
| J.C. Penney Company (JCP) | 0.10 | 34835 +24.00% | 6.17 | 4.67 |
| Delta Air Lines (DAL) | 0.10 | 5054 -14.00% | 45.90 | 52.87 |
| salesforce (CRM) | 0.10 | 2645 NEW | 82.42 | 88.11 |
| iShares Dow Jones US Real Estate (IYR) | 0.10 | 2829 -18.00% | 78.47 | 81.74 |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.10 | 2670 -29.00% | 87.64 | 88.32 |
| SPDR S&P; Biotech (XBI) | 0.10 | 3341 NEW | 69.44 | 80.10 |
| iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) | 0.10 | 1951 -27.00% | 116.35 | 118.47 |
| iShares Dow Jones US Reg Banks Ind. (IAT) | 0.10 | 5147 NEW | 44.88 | 44.28 |
| PowerShares Dynamic Developed Inter (PFA) | 0.10 | 11228 +7.00% | 20.84 | 0.00 |
| Proshares Tr cmn | 0.10 | 17300 +30.00% | 12.54 | 0.00 |
| * Proshares Tr S&p 500 Aristo Added | 0.10 | 4123 NEW | 56.27 | 0.00 |
| Ishares Tr hdg msci germn | 0.10 | 8061 -15.00% | 27.79 | 0.00 |
| Vaneck Vectors Agribusiness alt | 0.10 | 4100 -28.00% | 53.41 | 0.00 |
| Occidental Petroleum Corporation (OXY) | 0.09 | 3301 | 63.31 | 60.01 |
| United Technologies Corporation (UTX) | 0.09 | 1874 -45.00% | 112.06 | 121.87 |
| Visa (V) | 0.09 | 2278 -18.00% | 88.67 | 95.22 |
| Enterprise Products Partners | 0.09 | 7423 -7.00% | 27.62 | 0.00 |
| Super Micro Computer (SMCI) | 0.09 | 7896 | 25.33 | 24.40 |
| Bk Nova Cad Com (usd) | 0.09 | 3520 -16.00% | 58.52 | 0.00 |
| iShares Lehman Aggregate Bond (AGG) | 0.09 | 1946 -32.00% | 108.43 | 110.15 |
| iShares S&P; MidCap 400 Value Index (IJJ) | 0.09 | 1393 NEW | 148.60 | 148.98 |
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.09 | 11950 -23.00% | 16.32 | 16.30 |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.09 | 3294 NEW | 60.72 | 60.77 |
| American Tower Reit | 0.09 | 1718 -12.00% | 121.65 | 0.00 |
| Global X Fds glbl x mlp etf | 0.06 | 11000 NEW | 11.64 | 0.00 |
| MFS Municipal Income Trust (MFM) | 0.05 | 15986 | 6.94 | 7.17 |
| Putnam Master Int. Income (PIM) | 0.03 | 13416 | 4.70 | 4.69 |
| Invesco Municipal Income Opp Trust (OIA) | 0.03 | 10315 | 7.56 | 7.86 |
| Cboe spy us 05/19/17 p235 | 0.02 | 150 NEW | 306.67 | 0.00 |
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Past 13F-HR SEC Filings for Partnervest Advisory Services
- Partnervest Advisory Services 2016 Q4 filed Jan. 26, 2017
- Partnervest Advisory Services 2016 Q3 filed Oct. 25, 2016
- Partnervest Advisory Services 2016 Q2 filed Aug. 4, 2016
- Partnervest Advisory Services 2016 Q1 filed May 3, 2016
- Partnervest Advisory Services 2015 Q4 filed Feb. 12, 2016
- Partnervest Advisory Services 2015 Q3 filed Oct. 30, 2015
- Partnervest Advisory Services 2015 Q2 filed Aug. 13, 2015
- Partnervest Advisory Services 2015 Q1 filed May 11, 2015
- Partnervest Advisory Services 2014 Q4 filed Feb. 13, 2015
- Partnervest Advisory Services 2014 Q3 filed Nov. 7, 2014
- Partnervest Advisory Services 2014 Q2 filed Aug. 14, 2014
- Partnervest Advisory Services 2014 Q1 filed May 12, 2014
- Partnervest Advisory Services 2013 Q4 filed Feb. 11, 2014
- Partnervest Advisory Services 2013 Q3 filed Nov. 5, 2013
- Partnervest Advisory Services 2013 Q2 filed Aug. 7, 2013
- Partnervest 2013 Q1 filed May 8, 2013
- Partnervest 2012 Q4 amended filed Feb. 11, 2013
- Partnervest 2012 Q4 filed Feb. 8, 2013
- Partnervest Advisory Services 2012 Q3 filed Nov. 14, 2012