Partnervest Advisory Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-2,156
Closed -$61K 459
2014
Q2
$61K Buy
+2,156
New +$60.2K 0.03% 337

Other funds holding ILCB

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

Partnervest Advisory Services sold out of iShares Morningstar US Equity ETF (ILCB) in Q3 2014, closing a stake of 2,156 shares — an estimated $61K sold.

Partnervest Advisory Services first reported a position in ILCB in Q2 2014 and held it in 1 quarter. The position peaked at $61K in Q2 2014. 47 funds tracked by Wall St. Rank hold ILCB as of Q3 2014.

  • Partnervest Advisory Services reported no remaining iShares Morningstar US Equity ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 2,156 iShares Morningstar US Equity ETF shares in Q3 2014, an estimated $61K.
  • Partnervest Advisory Services first reported a position in iShares Morningstar US Equity ETF in Q2 2014 and held it in 1 quarter.
  • Partnervest Advisory Services's iShares Morningstar US Equity ETF position peaked at $61K in Q2 2014.
  • 47 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2014.

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