Partnervest Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-185	Closed	-$6K	–	693
2014 Q2	$6K	Hold	185	–	–	﹤0.01%	795
2014 Q1	$6K	Buy	+185	New	+$6.28K	﹤0.01%	772

Other funds holding SPIB

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

RJA

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

SCA

Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM

BCM

Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

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

Partnervest Advisory Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2014, closing a stake of 185 shares — an estimated $6K sold.

Partnervest Advisory Services first reported a position in SPIB in Q1 2014 and held it in 2 quarters. The position peaked at $6K in Q2 2014. 59 funds tracked by Wall St. Rank hold SPIB as of Q3 2014.

Partnervest Advisory Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 185 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2014, an estimated $6K.
Partnervest Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2014 and held it in 2 quarters.
Partnervest Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6K in Q2 2014.
59 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2014.

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