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Partnervest Advisory Services’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Partnervest Advisory Services’s Portfolio IEZ Stock Details IEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-773
Closed -$60K – 451
2014
Q2 		$60K Buy
773
+392
+103% +$27.9K 0.03% 341
2014
Q1 		$26K Buy
+381
New +$24.5K 0.01% 445

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Partnervest Advisory Services sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2014, closing a stake of 773 shares — an estimated $60K sold.

Partnervest Advisory Services first reported a position in IEZ in Q1 2014 and held it in 2 quarters. The position peaked at $60K in Q2 2014. 95 funds tracked by Wall St. Rank hold IEZ as of Q3 2014.

  • Partnervest Advisory Services reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 773 iShares US Oil Equipment & Services ETF shares in Q3 2014, an estimated $60K.
  • Partnervest Advisory Services first reported a position in iShares US Oil Equipment & Services ETF in Q1 2014 and held it in 2 quarters.
  • Partnervest Advisory Services's iShares US Oil Equipment & Services ETF position peaked at $60K in Q2 2014.
  • 95 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2014.

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