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Partnervest Advisory Services’s iShares US Financial Services ETF IYG Stock Holding History

Partnervest Advisory Services’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-750
Closed -$21K – 483
2014
Q2 		$21K Hold
750
– – 0.01% 522
2014
Q1 		$21K Hold
750
– – 0.01% 493
2013
Q4 		$21K Hold
750
– – 0.01% 461
2013
Q3 		$19K Hold
750
– – 0.01% 471
2013
Q2 		$18K Buy
+750
New +$17.3K 0.01% 443

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Partnervest Advisory Services sold out of iShares US Financial Services ETF (IYG) in Q3 2014, closing a stake of 750 shares — an estimated $21K sold.

Partnervest Advisory Services first reported a position in IYG in Q2 2013 and held it in 5 quarters. The position peaked at $21K in Q2 2014. 74 funds tracked by Wall St. Rank hold IYG as of Q3 2014.

  • Partnervest Advisory Services reported no remaining iShares US Financial Services ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 750 iShares US Financial Services ETF shares in Q3 2014, an estimated $21K.
  • Partnervest Advisory Services first reported a position in iShares US Financial Services ETF in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's iShares US Financial Services ETF position peaked at $21K in Q2 2014.
  • 74 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2014.

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