Partnervest Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Partnervest Advisory Services’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-1,847	Closed	-$87K	–	183
2014 Q2	$87K	Buy	1,847 +4	+0.2%	+$184	0.04%	263
2014 Q1	$84K	Buy	1,843 +209	+13%	+$9.28K	0.04%	257
2013 Q4	$73K	Buy	1,634 +984	+151%	+$42.7K	0.03%	252
2013 Q3	$27K	Buy	650 +312	+92%	+$12.9K	0.01%	388
2013 Q2	$14K	Buy	+338	New	+$13.6K	0.01%	511

Other funds holding AOA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return