PAS
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Partnervest Advisory Services’s iShares Global Tech ETF IXN Stock Holding History

Partnervest Advisory Services’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,236
Closed -$18K – 480
2014
Q2 		$18K Hold
1,236
– – 0.01% 560
2014
Q1 		$17K Hold
1,236
– – 0.01% 542
2013
Q4 		$17K Buy
1,236
+6
+0.5% +$79 0.01% 508
2013
Q3 		$15K Buy
1,230
+6
+0.5% +$73 0.01% 543
2013
Q2 		$14K Buy
+1,224
New +$14.5K 0.01% 520

Other funds holding IXN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
FGA
Flood Gamble Associates New York $200M AUM 6.21% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return