Partnervest Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-166	Closed	-$20K	–	477
2014 Q2	$20K	Sell	166 -46	-22%	-$5.23K	0.01%	536
2014 Q1	$24K	Buy	212 +1	+0.5%	+$110	0.01%	465
2013 Q4	$23K	Buy	211 +1	+0.5%	+$106	0.01%	444
2013 Q3	$21K	Buy	+210	New	+$21K	0.01%	447

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Partnervest Advisory Services sold out of iShares Russell 3000 ETF (IWV) in Q3 2014, closing a stake of 166 shares — an estimated $20K sold.

Partnervest Advisory Services first reported a position in IWV in Q3 2013 and held it in 4 quarters. The position peaked at $24K in Q1 2014. 238 funds tracked by Wall St. Rank hold IWV as of Q3 2014.

Partnervest Advisory Services reported no remaining iShares Russell 3000 ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 166 iShares Russell 3000 ETF shares in Q3 2014, an estimated $20K.
Partnervest Advisory Services first reported a position in iShares Russell 3000 ETF in Q3 2013 and held it in 4 quarters.
Partnervest Advisory Services's iShares Russell 3000 ETF position peaked at $24K in Q1 2014.
238 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2014.

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