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Partnervest Advisory Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Partnervest Advisory Services’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-800
Closed -$38K – 479
2014
Q2 		$38K Hold
800
– – 0.02% 419
2014
Q1 		$36K Hold
800
– – 0.02% 392
2013
Q4 		$34K Hold
800
– – 0.02% 379
2013
Q3 		$32K Hold
800
– – 0.02% 354
2013
Q2 		$30K Buy
+800
New +$30.5K 0.01% 328

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Partnervest Advisory Services sold out of iShares Global Healthcare ETF (IXJ) in Q3 2014, closing a stake of 800 shares — an estimated $38K sold.

Partnervest Advisory Services first reported a position in IXJ in Q2 2013 and held it in 5 quarters. The position peaked at $38K in Q2 2014. 102 funds tracked by Wall St. Rank hold IXJ as of Q3 2014.

  • Partnervest Advisory Services reported no remaining iShares Global Healthcare ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 800 iShares Global Healthcare ETF shares in Q3 2014, an estimated $38K.
  • Partnervest Advisory Services first reported a position in iShares Global Healthcare ETF in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's iShares Global Healthcare ETF position peaked at $38K in Q2 2014.
  • 102 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2014.

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