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Partnervest Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

Partnervest Advisory Services’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-525
Closed -$13K – 484
2014
Q2 		$13K Hold
525
– – 0.01% 636
2014
Q1 		$13K Buy
525
+5
+1% +$122 0.01% 601
2013
Q4 		$12K Hold
520
– – 0.01% 601
2013
Q3 		$11K Buy
520
+5
+1% +$106 0.01% 635
2013
Q2 		$10K Buy
+515
New +$10.4K ﹤0.01% 603

Other funds holding IYH

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Partnervest Advisory Services sold out of iShares US Healthcare ETF (IYH) in Q3 2014, closing a stake of 525 shares — an estimated $13K sold.

Partnervest Advisory Services first reported a position in IYH in Q2 2013 and held it in 5 quarters. The position peaked at $13K in Q2 2014. 169 funds tracked by Wall St. Rank hold IYH as of Q3 2014.

  • Partnervest Advisory Services reported no remaining iShares US Healthcare ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 525 iShares US Healthcare ETF shares in Q3 2014, an estimated $13K.
  • Partnervest Advisory Services first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's iShares US Healthcare ETF position peaked at $13K in Q2 2014.
  • 169 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2014.

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