Partnervest Advisory Services’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-9,616	Closed	-$466K	–	235
2018 Q3	$466K	Buy	9,616 +1,316	+16%	+$62.2K	0.18%	115
2018 Q2	$370K	Buy	8,300 +40	+0.5%	+$1.77K	0.17%	122
2018 Q1	$347K	Buy	8,260 +2,140	+35%	+$92.1K	0.17%	134
2017 Q4	$249K	Buy	+6,120	New	+$245K	0.12%	156
2014 Q3	–	Sell	-812	Closed	-$20K	–	488
2014 Q2	$20K	Hold	812	–	–	0.01%	537
2014 Q1	$18K	Hold	812	–	–	0.01%	524
2013 Q4	$18K	Buy	812 +4	+0.5%	+$83	0.01%	495
2013 Q3	$16K	Hold	808	–	–	0.01%	521
2013 Q2	$15K	Buy	+808	New	+$15K	0.01%	497

Other funds holding IYW

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Partnervest Advisory Services's IYW Position: Q4 2018 in Review

Partnervest Advisory Services sold out of iShares US Technology ETF (IYW) in Q4 2018, closing a stake of 9,616 shares — an estimated $466K sold.

Partnervest Advisory Services first reported a position in IYW in Q2 2013 and held it in 9 quarters. The position peaked at $466K in Q3 2018. 341 funds tracked by Wall St. Rank hold IYW as of Q4 2018.

Partnervest Advisory Services reported no remaining iShares US Technology ETF position as of Q4 2018 after selling out during the quarter.
Partnervest Advisory Services sold 9,616 iShares US Technology ETF shares in Q4 2018, an estimated $466K.
Partnervest Advisory Services first reported a position in iShares US Technology ETF in Q2 2013 and held it in 9 quarters.
Partnervest Advisory Services's iShares US Technology ETF position peaked at $466K in Q3 2018.
341 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2018.

Based on Partnervest Advisory Services's 13F filing for Q4 2018, filed 1 Feb 2019.