Partnervest Advisory Services’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-10,808	Closed	-$443K	–	176
2014 Q4	$443K	Sell	10,808 -5,116	-32%	-$201K	0.21%	79
2014 Q3	$601K	Buy	15,924 +1,076	+7%	+$40.3K	0.31%	59
2014 Q2	$546K	Buy	14,848 +10,500	+241%	+$370K	0.25%	63
2014 Q1	$147K	Buy	+4,348	New	+$144K	0.07%	171

Other funds holding IYT

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Partnervest Advisory Services's IYT Position: Q1 2015 in Review

Partnervest Advisory Services sold out of iShares US Transportation ETF (IYT) in Q1 2015, closing a stake of 10,808 shares — an estimated $443K sold.

Partnervest Advisory Services first reported a position in IYT in Q1 2014 and held it in 4 quarters. The position peaked at $601K in Q3 2014. 143 funds tracked by Wall St. Rank hold IYT as of Q1 2015.

Partnervest Advisory Services reported no remaining iShares US Transportation ETF position as of Q1 2015 after selling out during the quarter.
Partnervest Advisory Services sold 10,808 iShares US Transportation ETF shares in Q1 2015, an estimated $443K.
Partnervest Advisory Services first reported a position in iShares US Transportation ETF in Q1 2014 and held it in 4 quarters.
Partnervest Advisory Services's iShares US Transportation ETF position peaked at $601K in Q3 2014.
143 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2015.

Based on Partnervest Advisory Services's 13F filing for Q1 2015, filed 11 May 2015.