PAS
IGM icon

Partnervest Advisory Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Partnervest Advisory Services’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-300
Closed -$4K – 1031
2013
Q3 		$4K Buy
+300
New +$3.91K ﹤0.01% 838

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Partnervest Advisory Services's IGM Position: Q4 2013 in Review

Partnervest Advisory Services sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2013, closing a stake of 300 shares — an estimated $4K sold.

Partnervest Advisory Services first reported a position in IGM in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 83 funds tracked by Wall St. Rank hold IGM as of Q4 2013.

  • Partnervest Advisory Services reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 300 iShares Expanded Tech Sector ETF shares in Q4 2013, an estimated $4K.
  • Partnervest Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q3 2013 and held it in 1 quarter.
  • Partnervest Advisory Services's iShares Expanded Tech Sector ETF position peaked at $4K in Q3 2013.
  • 83 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.