Partnervest Advisory Services’s Global X MLP ETF MLPA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,833	Closed	-$113K	–	190
2017 Q3	$113K	Hold	1,833	–	–	0.06%	178
2017 Q2	$120K	Hold	1,833	–	–	0.05%	196
2017 Q1	$128K	Buy	+1,833	New	+$129K	0.06%	192

Other funds holding MLPA

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

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

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

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Partnervest Advisory Services's MLPA Position: Q4 2017 in Review

Partnervest Advisory Services sold out of Global X MLP ETF (MLPA) in Q4 2017, closing a stake of 1,833 shares — an estimated $113K sold.

Partnervest Advisory Services first reported a position in MLPA in Q1 2017 and held it in 3 quarters. The position peaked at $128K in Q1 2017. 110 funds tracked by Wall St. Rank hold MLPA as of Q4 2017.

Partnervest Advisory Services reported no remaining Global X MLP ETF position as of Q4 2017 after selling out during the quarter.
Partnervest Advisory Services sold 1,833 Global X MLP ETF shares in Q4 2017, an estimated $113K.
Partnervest Advisory Services first reported a position in Global X MLP ETF in Q1 2017 and held it in 3 quarters.
Partnervest Advisory Services's Global X MLP ETF position peaked at $128K in Q1 2017.
110 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2017.

Based on Partnervest Advisory Services's 13F filing for Q4 2017, filed 23 Jan 2018.