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

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.04% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

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.