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Partnervest Advisory Services’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Partnervest Advisory Services’s Portfolio EUFN Stock Details EUFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,552
Closed -$137K – 347
2014
Q2 		$137K Sell
5,552
-2,336
-30% -$60K 0.06% 203
2014
Q1 		$201K Hold
7,888
– – 0.09% 145
2013
Q4 		$198K Buy
7,888
+82
+1% +$1.97K 0.09% 147
2013
Q3 		$178K Buy
+7,806
New +$171K 0.09% 129

Other funds holding EUFN

HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Partnervest Advisory Services sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2014, closing a stake of 5,552 shares — an estimated $137K sold.

Partnervest Advisory Services first reported a position in EUFN in Q3 2013 and held it in 4 quarters. The position peaked at $201K in Q1 2014. 51 funds tracked by Wall St. Rank hold EUFN as of Q3 2014.

  • Partnervest Advisory Services reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 5,552 iShares MSCI Europe Financials ETF shares in Q3 2014, an estimated $137K.
  • Partnervest Advisory Services first reported a position in iShares MSCI Europe Financials ETF in Q3 2013 and held it in 4 quarters.
  • Partnervest Advisory Services's iShares MSCI Europe Financials ETF position peaked at $201K in Q1 2014.
  • 51 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2014.

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