Partnervest Advisory Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-2,300	Closed	-$242K	–	205
2017 Q1	$242K	Buy	+2,300	New	+$230K	0.11%	164
2014 Q1	–	Sell	-1,025	Closed	-$71K	–	1040
2013 Q4	$71K	Hold	1,025	–	–	0.03%	257
2013 Q3	$66K	Hold	1,025	–	–	0.03%	238
2013 Q2	$60K	Buy	+1,025	New	+$58.5K	0.03%	215

Other funds holding FBT

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JPCCM

J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Partnervest Advisory Services's FBT Position: Q2 2017 in Review

Partnervest Advisory Services sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2017, closing a stake of 2,300 shares — an estimated $242K sold.

Partnervest Advisory Services first reported a position in FBT in Q2 2013 and held it in 4 quarters. The position peaked at $242K in Q1 2017. 112 funds tracked by Wall St. Rank hold FBT as of Q2 2017.

Partnervest Advisory Services reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2017 after selling out during the quarter.
Partnervest Advisory Services sold 2,300 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2017, an estimated $242K.
Partnervest Advisory Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2013 and held it in 4 quarters.
Partnervest Advisory Services's First Trust NYSE Arca Biotechnology Index Fund position peaked at $242K in Q1 2017.
112 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2017.

Based on Partnervest Advisory Services's 13F filing for Q2 2017, filed 2 Aug 2017.