Partnervest Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-167	Closed	-$12K	–	322
2014 Q2	$12K	Hold	167	–	–	0.01%	652
2014 Q1	$12K	Hold	167	–	–	0.01%	617
2013 Q4	$12K	Buy	+167	New	+$11.6K	0.01%	597

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

CWA

Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Partnervest Advisory Services sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2014, closing a stake of 167 shares — an estimated $12K sold.

Partnervest Advisory Services first reported a position in EFG in Q4 2013 and held it in 3 quarters. The position peaked at $12K in Q2 2014. 154 funds tracked by Wall St. Rank hold EFG as of Q3 2014.

Partnervest Advisory Services reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 167 iShares MSCI EAFE Growth ETF shares in Q3 2014, an estimated $12K.
Partnervest Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2013 and held it in 3 quarters.
Partnervest Advisory Services's iShares MSCI EAFE Growth ETF position peaked at $12K in Q2 2014.
154 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2014.

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