PAS
PBE icon

Partnervest Advisory Services’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Partnervest Advisory Services’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-190
Closed -$7K – 1055
2013
Q3 		$7K Hold
190
– – ﹤0.01% 722
2013
Q2 		$5K Buy
+190
New +$5.4K ﹤0.01% 737

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.06B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Partnervest Advisory Services's PBE Position: Q4 2013 in Review

Partnervest Advisory Services sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2013, closing a stake of 190 shares — an estimated $7K sold.

Partnervest Advisory Services first reported a position in PBE in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 60 funds tracked by Wall St. Rank hold PBE as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 190 Invesco Biotechnology & Genome ETF shares in Q4 2013, an estimated $7K.
  • Partnervest Advisory Services first reported a position in Invesco Biotechnology & Genome ETF in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's Invesco Biotechnology & Genome ETF position peaked at $7K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.