Partnervest Advisory Services’s iShares US Regional Banks ETF IAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-4,972	Closed	-$226K	–	195
2017 Q2	$226K	Sell	4,972 -175	-3%	-$7.78K	0.1%	175
2017 Q1	$231K	Buy	+5,147	New	+$238K	0.1%	172
2016 Q1	–	Sell	-14,275	Closed	-$499K	–	196
2015 Q4	$499K	Buy	14,275 +190	+1%	+$6.7K	0.28%	80
2015 Q3	$475K	Hold	14,085	–	–	0.27%	73
2015 Q2	$516K	Buy	+14,085	New	+$505K	0.26%	73

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

HCMNY

Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

BCM

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

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

Partnervest Advisory Services's IAT Position: Q3 2017 in Review

Partnervest Advisory Services sold out of iShares US Regional Banks ETF (IAT) in Q3 2017, closing a stake of 4,972 shares — an estimated $226K sold.

Partnervest Advisory Services first reported a position in IAT in Q2 2015 and held it in 5 quarters. The position peaked at $516K in Q2 2015. 103 funds tracked by Wall St. Rank hold IAT as of Q3 2017.

Partnervest Advisory Services reported no remaining iShares US Regional Banks ETF position as of Q3 2017 after selling out during the quarter.
Partnervest Advisory Services sold 4,972 iShares US Regional Banks ETF shares in Q3 2017, an estimated $226K.
Partnervest Advisory Services first reported a position in iShares US Regional Banks ETF in Q2 2015 and held it in 5 quarters.
Partnervest Advisory Services's iShares US Regional Banks ETF position peaked at $516K in Q2 2015.
103 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2017.

Based on Partnervest Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.