Partnervest Advisory Services’s iShares US Insurance ETF IAK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,650	Closed	-$258K	–	270
2019 Q2	$258K	Hold	3,650	–	–	0.1%	169
2019 Q1	$232K	Buy	+3,650	New	+$228K	0.1%	190
2018 Q3	–	Sell	-4,400	Closed	-$271K	–	230
2018 Q2	$271K	Buy	+4,400	New	+$282K	0.13%	154

Other funds holding IAK

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

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Partnervest Advisory Services's IAK Position: Q3 2019 in Review

Partnervest Advisory Services sold out of iShares US Insurance ETF (IAK) in Q3 2019, closing a stake of 3,650 shares — an estimated $258K sold.

Partnervest Advisory Services first reported a position in IAK in Q2 2018 and held it in 3 quarters. The position peaked at $271K in Q2 2018. 42 funds tracked by Wall St. Rank hold IAK as of Q3 2019.

Partnervest Advisory Services reported no remaining iShares US Insurance ETF position as of Q3 2019 after selling out during the quarter.
Partnervest Advisory Services sold 3,650 iShares US Insurance ETF shares in Q3 2019, an estimated $258K.
Partnervest Advisory Services first reported a position in iShares US Insurance ETF in Q2 2018 and held it in 3 quarters.
Partnervest Advisory Services's iShares US Insurance ETF position peaked at $271K in Q2 2018.
42 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2019.

Based on Partnervest Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.