Partnervest Advisory Services’s iShares MSCI USA ETF MLRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-2,156	Closed	-$61K	–	459
2014 Q2	$61K	Buy	+2,156	New	+$60.2K	0.03%	337

Other funds holding MLRG

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Partnervest Advisory Services sold out of iShares MSCI USA ETF (MLRG) in Q3 2014, closing a stake of 2,156 shares — an estimated $61K sold.

Partnervest Advisory Services first reported a position in MLRG in Q2 2014 and held it in 1 quarter. The position peaked at $61K in Q2 2014. 47 funds tracked by Wall St. Rank hold MLRG as of Q3 2014.

Partnervest Advisory Services reported no remaining iShares MSCI USA ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 2,156 iShares MSCI USA ETF shares in Q3 2014, an estimated $61K.
Partnervest Advisory Services first reported a position in iShares MSCI USA ETF in Q2 2014 and held it in 1 quarter.
Partnervest Advisory Services's iShares MSCI USA ETF position peaked at $61K in Q2 2014.
47 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q3 2014.

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