Partnervest Advisory Services’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-219	Closed	-$7K	–	489
2014 Q2	$7K	Buy	219 +2	+0.9%	+$59	﹤0.01%	754
2014 Q1	$7K	Buy	217 +1	+0.5%	+$29	﹤0.01%	724
2013 Q4	$6K	Buy	216 +1	+0.5%	+$29	﹤0.01%	738
2013 Q3	$6K	Buy	215 +4	+2%	+$110	﹤0.01%	752
2013 Q2	$5K	Buy	+211	New	+$5.52K	﹤0.01%	730

Other funds holding IYZ

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

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

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

Partnervest Advisory Services sold out of iShares US Telecommunications ETF (IYZ) in Q3 2014, closing a stake of 219 shares — an estimated $7K sold.

Partnervest Advisory Services first reported a position in IYZ in Q2 2013 and held it in 5 quarters. The position peaked at $7K in Q2 2014. 98 funds tracked by Wall St. Rank hold IYZ as of Q3 2014.

Partnervest Advisory Services reported no remaining iShares US Telecommunications ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 219 iShares US Telecommunications ETF shares in Q3 2014, an estimated $7K.
Partnervest Advisory Services first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's iShares US Telecommunications ETF position peaked at $7K in Q2 2014.
98 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2014.

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