Partnervest Advisory Services’s iShares Global Comm Services ETF IXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-115	Closed	-$7K	–	481
2014 Q2	$7K	Hold	115	–	–	﹤0.01%	753
2014 Q1	$8K	Hold	115	–	–	﹤0.01%	701
2013 Q4	$8K	Buy	115 +2	+2%	+$135	﹤0.01%	681
2013 Q3	$7K	Buy	113 +2	+2%	+$123	﹤0.01%	718
2013 Q2	$7K	Buy	+111	New	+$6.86K	﹤0.01%	665

Other funds holding IXP

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FAAM

First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Partnervest Advisory Services sold out of iShares Global Comm Services ETF (IXP) in Q3 2014, closing a stake of 115 shares — an estimated $7K sold.

Partnervest Advisory Services first reported a position in IXP in Q2 2013 and held it in 5 quarters. The position peaked at $8K in Q1 2014. 78 funds tracked by Wall St. Rank hold IXP as of Q3 2014.

Partnervest Advisory Services reported no remaining iShares Global Comm Services ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 115 iShares Global Comm Services ETF shares in Q3 2014, an estimated $7K.
Partnervest Advisory Services first reported a position in iShares Global Comm Services ETF in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's iShares Global Comm Services ETF position peaked at $8K in Q1 2014.
78 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2014.

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