Partnervest Advisory Services’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-470
Closed -$35K 683
2014
Q2
$35K Buy
470
+140
+42% +$9.97K 0.02% 431
2014
Q1
$24K Buy
330
+280
+560% +$19.8K 0.01% 467
2013
Q4
$4K Hold
50
﹤0.01% 830
2013
Q3
$3K Hold
50
﹤0.01% 906
2013
Q2
$3K Buy
+50
New +$3.13K ﹤0.01% 842

Other funds holding SMLV

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

Partnervest Advisory Services sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2014, closing a stake of 470 shares — an estimated $35K sold.

Partnervest Advisory Services first reported a position in SMLV in Q2 2013 and held it in 5 quarters. The position peaked at $35K in Q2 2014. 11 funds tracked by Wall St. Rank hold SMLV as of Q3 2014.

  • Partnervest Advisory Services reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 470 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2014, an estimated $35K.
  • Partnervest Advisory Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $35K in Q2 2014.
  • 11 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2014.

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