Partnervest Advisory Services’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-124,162	Closed	-$1.57M	–	195
2017 Q3	$1.57M	Sell	124,162 -1,601	-1%	-$20.4K	0.77%	27
2017 Q2	$1.61M	Buy	125,763 +6,092	+5%	+$78.5K	0.73%	31
2017 Q1	$1.56M	Buy	119,671 +4,967	+4%	+$64.8K	0.71%	30
2016 Q4	$1.47M	Buy	114,704 +2,476	+2%	+$32.1K	0.68%	28
2016 Q3	$1.51M	Buy	112,228 +14,019	+14%	+$191K	0.71%	25
2016 Q2	$1.33M	Buy	98,209 +10,143	+12%	+$136K	0.66%	24
2016 Q1	$1.17M	Buy	88,066 +2,543	+3%	+$32.8K	0.61%	25
2015 Q4	$1.13M	Buy	+85,523	New	+$1.14M	0.63%	29

Other funds holding SPFF

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Partnervest Advisory Services's SPFF Position: Q4 2017 in Review

Partnervest Advisory Services sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2017, closing a stake of 124,162 shares — an estimated $1.57M sold.

Partnervest Advisory Services first reported a position in SPFF in Q4 2015 and held it in 8 quarters. The position peaked at $1.61M in Q2 2017. 43 funds tracked by Wall St. Rank hold SPFF as of Q4 2017.

Partnervest Advisory Services reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2017 after selling out during the quarter.
Partnervest Advisory Services sold 124,162 Global X SuperIncome Preferred ETF shares in Q4 2017, an estimated $1.57M.
Partnervest Advisory Services first reported a position in Global X SuperIncome Preferred ETF in Q4 2015 and held it in 8 quarters.
Partnervest Advisory Services's Global X SuperIncome Preferred ETF position peaked at $1.61M in Q2 2017.
43 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2017.

Based on Partnervest Advisory Services's 13F filing for Q4 2017, filed 23 Jan 2018.