Partnervest Advisory Services’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-222	Closed	-$7K	–	318
2014 Q2	$7K	Hold	222	–	–	﹤0.01%	749
2014 Q1	$7K	Buy	+222	New	+$6.43K	﹤0.01%	716

Other funds holding EBND

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Laidlaw Group Bedford Hills, New York $210M AUM 6.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Partnervest Advisory Services's EBND Position: Q3 2014 in Review

Partnervest Advisory Services sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2014, closing a stake of 222 shares — an estimated $7K sold.

Partnervest Advisory Services first reported a position in EBND in Q1 2014 and held it in 2 quarters. The position peaked at $7K in Q2 2014. 38 funds tracked by Wall St. Rank hold EBND as of Q3 2014.

Partnervest Advisory Services reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 222 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2014, an estimated $7K.
Partnervest Advisory Services first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2014 and held it in 2 quarters.
Partnervest Advisory Services's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $7K in Q2 2014.
38 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.