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Partnervest Advisory Services’s iShares US Home Construction ETF ITB Stock Holding History

Partnervest Advisory Services’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-400
Closed -$10K – 1049
2013
Q4 		$10K Sell
400
-200
-33% -$4.53K ﹤0.01% 639
2013
Q3 		$13K Hold
600
– – 0.01% 591
2013
Q2 		$13K Buy
+600
New +$14.3K 0.01% 538

Other funds holding ITB

MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCM
Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Partnervest Advisory Services's ITB Position: Q1 2014 in Review

Partnervest Advisory Services sold out of iShares US Home Construction ETF (ITB) in Q1 2014, closing a stake of 400 shares — an estimated $10K sold.

Partnervest Advisory Services first reported a position in ITB in Q2 2013 and held it in 3 quarters. The position peaked at $13K in Q3 2013. 126 funds tracked by Wall St. Rank hold ITB as of Q1 2014.

  • Partnervest Advisory Services reported no remaining iShares US Home Construction ETF position as of Q1 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 400 iShares US Home Construction ETF shares in Q1 2014, an estimated $10K.
  • Partnervest Advisory Services first reported a position in iShares US Home Construction ETF in Q2 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's iShares US Home Construction ETF position peaked at $13K in Q3 2013.
  • 126 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2014.

Based on Partnervest Advisory Services's 13F filing for Q1 2014, filed 12 May 2014.