Partnervest Advisory Services’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-31	Closed	-$1K	–	657
2014 Q2	$1K	Hold	31	–	–	﹤0.01%	1014
2014 Q1	$1K	Sell	31 -3,740	-99%	-$152K	﹤0.01%	997
2013 Q4	$155K	Sell	3,771 -30,215	-89%	-$1.27M	0.07%	175
2013 Q3	$1.43M	Buy	33,986 +765	+2%	+$31.2K	0.73%	25
2013 Q2	$1.33M	Buy	+33,221	New	+$1.44M	0.61%	26

Other funds holding RWX

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Partnervest Advisory Services sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2014, closing a stake of 31 shares — an estimated $1K sold.

Partnervest Advisory Services first reported a position in RWX in Q2 2013 and held it in 5 quarters. The position peaked at $1.43M in Q3 2013. 202 funds tracked by Wall St. Rank hold RWX as of Q3 2014.

Partnervest Advisory Services reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 31 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2014, an estimated $1K.
Partnervest Advisory Services first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.43M in Q3 2013.
202 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2014.

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