Partnervest Advisory Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-1,000	Closed	-$21K	–	609
2014 Q2	$21K	Buy	+1,000	New	+$20.6K	0.01%	524

Other funds holding PFM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

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

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

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

Partnervest Advisory Services sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2014, closing a stake of 1,000 shares — an estimated $21K sold.

Partnervest Advisory Services first reported a position in PFM in Q2 2014 and held it in 1 quarter. The position peaked at $21K in Q2 2014. 42 funds tracked by Wall St. Rank hold PFM as of Q3 2014.

Partnervest Advisory Services reported no remaining Invesco Dividend Achievers ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 1,000 Invesco Dividend Achievers ETF shares in Q3 2014, an estimated $21K.
Partnervest Advisory Services first reported a position in Invesco Dividend Achievers ETF in Q2 2014 and held it in 1 quarter.
Partnervest Advisory Services's Invesco Dividend Achievers ETF position peaked at $21K in Q2 2014.
42 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2014.

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