Partnervest Advisory Services LLC

13F Portfolio Filings

Most recent 13F
Q3 2020
Location
Santa Barbara, CA
CIK
0001532516
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2020 274 315,316 SPY, GBIL, USMV, AAPL 13F-HR 11/3/2020 000153251620000006
Q2 2020 228 265,209 SPY, GBIL, USMV, VEGA 13F-HR 8/6/2020 000153251620000004
Q1 2020 216 222,776 SPY, GBIL, USMV, VEGA 13F-HR 5/8/2020 000153251620000002
Q4 2019 244 272,777 SPY, USMV, VEGA, GBIL 13F-HR 2/4/2020 000108514620000381
Q3 2019 260 279,254 SPY, USMV, VEGA, GBIL 13F-HR 11/12/2019 000108514619002863
Q2 2019 244 252,858 SPY, USMV, VEGA, JPST 13F-HR 8/7/2019 000108514619002141
Q1 2019 249 241,026 SPY, VEGA, USMV, EFA 13F-HR 5/13/2019 000108514619001449
Q4 2018 218 207,163 SPY, VEGA, USMV, IWF 13F-HR 2/1/2019 000108514619000298
Q3 2018 227 252,013 SPY, VEGA, USMV, IWM 13F-HR 10/30/2018 000108514618002437
Q2 2018 201 216,281 SPY, VEGA, USMV, IWM 13F-HR 8/7/2018 000108514618001856
Q1 2018 203 209,230 SPY, VEGA, USMV, EFA 13F-HR 5/3/2018 000108514618001220
Q4 2017 177 205,475 SPY, VEGA, USMV, EFA 13F-HR 1/23/2018 000108514618000181
Q3 2017 183 205,201 SPY, VEGA, USMV, EFA 13F-HR 11/13/2017 000108514617002281
Q2 2017 211 221,626 SPY, VEGA, USMV, RS 13F-HR 8/2/2017 000153251617000004
Q1 2017 207 221,546 SPY, VEGA, RS, USMV 13F-HR 5/11/2017 000158064217002944
Q4 2016 206 216,128 SPY, VEGA, RS, IBM 13F-HR 1/26/2017 000158064217000401
Q3 2016 203 211,763 SPY, VEGA, RS, IBM 13F-HR 10/25/2016 000158064216011644
Q2 2016 203 202,079 SPY, VEGA, RS, IBM 13F-HR 8/4/2016 000158064216010052
Q1 2016 188 191,272 SPY, VEGA, SPY puts, IBM 13F-HR 5/3/2016 000158064216008507
Q4 2015 171 180,004 SPY, VEGA, IBM, RS 13F-HR 2/12/2016 000158064216006847
Q3 2015 181 175,498 SPY, VEGA, AGG, IBM 13F-HR 10/30/2015 000158064215004942
Q2 2015 197 201,317 SPY, VEGA, AGG, IBM 13F-HR 8/13/2015 000158064215003451
Q1 2015 171 193,152 SPY, VEGA, AGG, IBM 13F-HR 5/11/2015 000158064215002112
Q4 2014 161 206,374 SPY, VEGA, AGG, IBM 13F-HR 2/13/2015 000158064215000705
Q3 2014 151 192,136 SPY, VEGA, IBM, AGG 13F-HR 11/7/2014 000091047214004928
Q2 2014 1,069 222,663 SPY, VEGA, AGG, RS 13F-HR 8/14/2014 000091047214003427
Q1 2014 1,046 223,345 SPY, VEGA, AGG, RS 13F-HR 5/12/2014 000091047214002105
Q4 2013 1,007 214,971 SPY, VEGA, RS, EFA 13F-HR 2/11/2014 000091047214000492