Partnervest Advisory Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-2,004	Closed	-$48K	–	1065
2014 Q1	$48K	Buy	2,004 +1,404	+234%	+$33.9K	0.02%	332
2013 Q4	$14K	Hold	600	–	–	0.01%	562
2013 Q3	$13K	Hold	600	–	–	0.01%	590
2013 Q2	$12K	Buy	+600	New	+$12K	0.01%	559

Other funds holding IMCG

Kays Financial Advisory Atlanta, Georgia $622M AUM 9.93% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

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

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Bank of America

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