Partnervest Advisory Services’s iShares MSCI Israel ETF EIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-150	Closed	-$8K	–	325
2014 Q2	$8K	Hold	150	–	–	﹤0.01%	720
2014 Q1	$8K	Hold	150	–	–	﹤0.01%	694
2013 Q4	$7K	Hold	150	–	–	﹤0.01%	697
2013 Q3	$7K	Hold	150	–	–	﹤0.01%	708
2013 Q2	$6K	Buy	+150	New	+$6.69K	﹤0.01%	690

Other funds holding EIS

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ZIM

Zacks Investment Management Chicago, Illinois $14.1B AUM 39.89% 1-Year Est. Return

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

Partnervest Advisory Services sold out of iShares MSCI Israel ETF (EIS) in Q3 2014, closing a stake of 150 shares — an estimated $8K sold.

Partnervest Advisory Services first reported a position in EIS in Q2 2013 and held it in 5 quarters. The position peaked at $8K in Q2 2014. 47 funds tracked by Wall St. Rank hold EIS as of Q3 2014.

Partnervest Advisory Services reported no remaining iShares MSCI Israel ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 150 iShares MSCI Israel ETF shares in Q3 2014, an estimated $8K.
Partnervest Advisory Services first reported a position in iShares MSCI Israel ETF in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's iShares MSCI Israel ETF position peaked at $8K in Q2 2014.
47 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q3 2014.

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