PAS
KOL

Partnervest Advisory Services’s VanEck Vectors Coal ETF KOL Stock Holding History

Partnervest Advisory Services’s Portfolio KOL Stock Details KOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-30
Closed -$6K – 1087
2013
Q4 		$6K Sell
30
-30
-50% -$5.94K ﹤0.01% 749
2013
Q3 		$11K Hold
60
– – 0.01% 644
2013
Q2 		$11K Buy
+60
New +$12.4K 0.01% 590

Other funds holding KOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Partnervest Advisory Services's KOL Position: Q1 2014 in Review

Partnervest Advisory Services sold out of VanEck Vectors Coal ETF (KOL) in Q1 2014, closing a stake of 30 shares — an estimated $6K sold.

Partnervest Advisory Services first reported a position in KOL in Q2 2013 and held it in 3 quarters. The position peaked at $11K in Q3 2013. 39 funds tracked by Wall St. Rank hold KOL as of Q1 2014.

  • Partnervest Advisory Services reported no remaining VanEck Vectors Coal ETF position as of Q1 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 30 VanEck Vectors Coal ETF shares in Q1 2014, an estimated $6K.
  • Partnervest Advisory Services first reported a position in VanEck Vectors Coal ETF in Q2 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's VanEck Vectors Coal ETF position peaked at $11K in Q3 2013.
  • 39 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q1 2014.

Based on Partnervest Advisory Services's 13F filing for Q1 2014, filed 12 May 2014.