Partnervest Advisory Services’s iShares MSCI Canada ETF EWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-10,400	Closed	-$287K	–	251
2019 Q1	$287K	Buy	+10,400	New	+$280K	0.12%	153
2018 Q2	–	Sell	-8,000	Closed	-$220K	–	211
2018 Q1	$220K	Sell	8,000 -1,125	-12%	-$32.3K	0.11%	172
2017 Q4	$270K	Sell	9,125 -10,000	-52%	-$291K	0.13%	148
2017 Q3	$553K	Sell	19,125 -16,240	-46%	-$452K	0.27%	81
2017 Q2	$946K	Sell	35,365 -9,200	-21%	-$243K	0.43%	48
2017 Q1	$1.2M	Sell	44,565 -13,850	-24%	-$374K	0.54%	36
2016 Q4	$1.53M	Buy	+58,415	New	+$1.51M	0.71%	25
2016 Q2	–	Sell	-19,800	Closed	-$469K	–	201
2016 Q1	$469K	Buy	+19,800	New	+$424K	0.25%	93
2015 Q4	–	Sell	-15,400	Closed	-$354K	–	180
2015 Q3	$354K	Buy	15,400 +5,700	+59%	+$140K	0.2%	101
2015 Q2	$259K	Sell	9,700 -1,000	-9%	-$28.3K	0.13%	142
2015 Q1	$291K	Buy	+10,700	New	+$294K	0.15%	117
2014 Q3	–	Sell	-113	Closed	-$4K	–	350
2014 Q2	$4K	Hold	113	–	–	﹤0.01%	872
2014 Q1	$3K	Hold	113	–	–	﹤0.01%	902
2013 Q4	$3K	Buy	113 +2	+2%	+$58	﹤0.01%	873
2013 Q3	$3K	Buy	111 +1	+0.9%	+$28	﹤0.01%	887
2013 Q2	$3K	Buy	+110	New	+$3.03K	﹤0.01%	820

Other funds holding EWC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Partnervest Advisory Services's EWC Position: Q2 2019 in Review

Partnervest Advisory Services sold out of iShares MSCI Canada ETF (EWC) in Q2 2019, closing a stake of 10,400 shares — an estimated $287K sold.

Partnervest Advisory Services first reported a position in EWC in Q2 2013 and held it in 16 quarters. The position peaked at $1.53M in Q4 2016. 229 funds tracked by Wall St. Rank hold EWC as of Q2 2019.

Partnervest Advisory Services reported no remaining iShares MSCI Canada ETF position as of Q2 2019 after selling out during the quarter.
Partnervest Advisory Services sold 10,400 iShares MSCI Canada ETF shares in Q2 2019, an estimated $287K.
Partnervest Advisory Services first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 16 quarters.
Partnervest Advisory Services's iShares MSCI Canada ETF position peaked at $1.53M in Q4 2016.
229 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2019.

Based on Partnervest Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.