PAS
GIVE

Partnervest Advisory Services’s AdvisorShares Global Echo ETF GIVE Stock Holding History

Partnervest Advisory Services’s Portfolio GIVE Stock Details GIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-85
Closed -$5K – 1042
2014
Q2 		$5K Hold
85
– – ﹤0.01% 856
2014
Q1 		$5K Hold
85
– – ﹤0.01% 826
2013
Q4 		$5K Buy
85
+35
+70% +$2.06K ﹤0.01% 794
2013
Q3 		$3K Hold
50
– – ﹤0.01% 926
2013
Q2 		$3K Buy
+50
New +$2.74K ﹤0.01% 862

Other funds holding GIVE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Partnervest Advisory Services sold out of AdvisorShares Global Echo ETF (GIVE) in Q3 2014, closing a stake of 85 shares — an estimated $5K sold.

Partnervest Advisory Services first reported a position in GIVE in Q2 2013 and held it in 5 quarters. The position peaked at $5K in Q2 2014. 6 funds tracked by Wall St. Rank hold GIVE as of Q3 2014.

  • Partnervest Advisory Services reported no remaining AdvisorShares Global Echo ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 85 AdvisorShares Global Echo ETF shares in Q3 2014, an estimated $5K.
  • Partnervest Advisory Services first reported a position in AdvisorShares Global Echo ETF in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's AdvisorShares Global Echo ETF position peaked at $5K in Q2 2014.
  • 6 funds tracked by Wall St. Rank held AdvisorShares Global Echo ETF as of Q3 2014.

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