Partnervest Advisory Services LLC

Q1 2020 13F Holdings Report, Stock Holdings

Signature - Title
Rebecca M Valdez - Director Of Investments
Location
Santa Barbara, CA
Holdings as of
March 31, 2020
Value $
$223M
Num holdings
199
Date filed
5/8/2020, 02:20 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, GBIL, USMV, VEGA, and AAPL.
Previous filing
Q4 2019 - Feb 4, 2020
Next filing
Q2 2020 - Aug 6, 2020
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Filing 2020 Q1 compared to 2019 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Rebecca M Valdez Director Of Investments Santa Barbara, California 5/8/2020

Other Included Managers (1):

Num Name Location File Number
1 Anfield Capital Management, LLC Irvine, CA 028-18040