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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-219	Closed	-$6K	–	694
2014 Q2	$6K	Hold	219	–	–	﹤0.01%	796
2014 Q1	$6K	Buy	219 +184	+526%	+$4.7K	﹤0.01%	773
2013 Q4	$1K	Buy	+35	New	+$867	﹤0.01%	966

Other funds holding SPLB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Partnervest Advisory Services sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2014, closing a stake of 219 shares — an estimated $6K sold.

Partnervest Advisory Services first reported a position in SPLB in Q4 2013 and held it in 3 quarters. The position peaked at $6K in Q2 2014. 24 funds tracked by Wall St. Rank hold SPLB as of Q3 2014.

Partnervest Advisory Services reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 219 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2014, an estimated $6K.
Partnervest Advisory Services first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2013 and held it in 3 quarters.
Partnervest Advisory Services's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $6K in Q2 2014.
24 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2014.

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