PAS
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Partnervest Advisory Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Partnervest Advisory Services’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-464
Closed -$13K – 692
2014
Q2 		$13K Hold
464
– – 0.01% 646
2014
Q1 		$13K Buy
464
+338
+268% +$9.38K 0.01% 605
2013
Q4 		$3K Buy
+126
New +$3.49K ﹤0.01% 893

Other funds holding SPIP

LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

Partnervest Advisory Services sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2014, closing a stake of 464 shares — an estimated $13K sold.

Partnervest Advisory Services first reported a position in SPIP in Q4 2013 and held it in 3 quarters. The position peaked at $13K in Q2 2014. 53 funds tracked by Wall St. Rank hold SPIP as of Q3 2014.

  • Partnervest Advisory Services reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 464 State Street SPDR Portfolio TIPS ETF shares in Q3 2014, an estimated $13K.
  • Partnervest Advisory Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's State Street SPDR Portfolio TIPS ETF position peaked at $13K in Q2 2014.
  • 53 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2014.

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