Partnervest Advisory Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-4,842	Closed	-$189K	–	605
2014 Q2	$189K	Buy	4,842 +84	+2%	+$3.16K	0.08%	157
2014 Q1	$177K	Buy	4,758 +125	+3%	+$4.63K	0.08%	155
2013 Q4	$170K	Buy	4,633 +1,655	+56%	+$57.9K	0.08%	163
2013 Q3	$101K	Buy	+2,978	New	+$98.1K	0.05%	193

Other funds holding PDP

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Partnervest Advisory Services sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2014, closing a stake of 4,842 shares — an estimated $189K sold.

Partnervest Advisory Services first reported a position in PDP in Q3 2013 and held it in 4 quarters. The position peaked at $189K in Q2 2014. 86 funds tracked by Wall St. Rank hold PDP as of Q3 2014.

Partnervest Advisory Services reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 4,842 Invesco Dorsey Wright Momentum ETF shares in Q3 2014, an estimated $189K.
Partnervest Advisory Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2013 and held it in 4 quarters.
Partnervest Advisory Services's Invesco Dorsey Wright Momentum ETF position peaked at $189K in Q2 2014.
86 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2014.

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