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Partnervest Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Partnervest Advisory Services’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,800
Closed -$303K – 206
2019
Q4 		$303K Buy
+5,800
New +$303K 0.11% 146

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HI
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3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Partnervest Advisory Services's AGGY Position: Q1 2020 in Review

Partnervest Advisory Services sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2020, closing a stake of 5,800 shares — an estimated $303K sold.

Partnervest Advisory Services first reported a position in AGGY in Q4 2019 and held it in 1 quarter. The position peaked at $303K in Q4 2019. 139 funds tracked by Wall St. Rank hold AGGY as of Q1 2020.

  • Partnervest Advisory Services reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2020 after selling out during the quarter.
  • Partnervest Advisory Services sold 5,800 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2020, an estimated $303K.
  • Partnervest Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 1 quarter.
  • Partnervest Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $303K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2020.

Based on Partnervest Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.