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Partnervest Advisory Services’s VanEck Steel ETF SLX Stock Holding History

Partnervest Advisory Services’s Portfolio SLX Stock Details SLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-178
Closed -$8K – 1072
2013
Q3 		$8K Hold
178
– – ﹤0.01% 696
2013
Q2 		$7K Buy
+178
New +$7.32K ﹤0.01% 670

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U
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Wells Fargo
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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 SLX Position: Q4 2013 in Review

Partnervest Advisory Services sold out of VanEck Steel ETF (SLX) in Q4 2013, closing a stake of 178 shares — an estimated $8K sold.

Partnervest Advisory Services first reported a position in SLX in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 36 funds tracked by Wall St. Rank hold SLX as of Q4 2013.

  • Partnervest Advisory Services reported no remaining VanEck Steel ETF position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 178 VanEck Steel ETF shares in Q4 2013, an estimated $8K.
  • Partnervest Advisory Services first reported a position in VanEck Steel ETF in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's VanEck Steel ETF position peaked at $8K in Q3 2013.
  • 36 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q4 2013.

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