Partnervest Advisory Services’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-7,102	Closed	-$255K	–	218
2018 Q3	$255K	Hold	7,102	–	–	0.1%	179
2018 Q2	$290K	Buy	+7,102	New	+$309K	0.13%	151

Other funds holding CXSE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

SMFS

Squar Milner Financial Services Irvine, California $176M AUM 10.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Partnervest Advisory Services's CXSE Position: Q4 2018 in Review

Partnervest Advisory Services sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2018, closing a stake of 7,102 shares — an estimated $255K sold.

Partnervest Advisory Services first reported a position in CXSE in Q2 2018 and held it in 2 quarters. The position peaked at $290K in Q2 2018. 21 funds tracked by Wall St. Rank hold CXSE as of Q4 2018.

Partnervest Advisory Services reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2018 after selling out during the quarter.
Partnervest Advisory Services sold 7,102 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2018, an estimated $255K.
Partnervest Advisory Services first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q2 2018 and held it in 2 quarters.
Partnervest Advisory Services's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $290K in Q2 2018.
21 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2018.

Based on Partnervest Advisory Services's 13F filing for Q4 2018, filed 1 Feb 2019.