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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-294	Closed	-$9K	–	697
2014 Q2	$9K	Buy	294 +243	+476%	+$7.48K	﹤0.01%	705
2014 Q1	$2K	Sell	51 -24	-32%	-$738	﹤0.01%	960
2013 Q4	$2K	Hold	75	–	–	﹤0.01%	934
2013 Q3	$2K	Buy	+75	New	+$2.3K	﹤0.01%	948

Other funds holding SPSB

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

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

Partnervest Advisory Services sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2014, closing a stake of 294 shares — an estimated $9K sold.

Partnervest Advisory Services first reported a position in SPSB in Q3 2013 and held it in 4 quarters. The position peaked at $9K in Q2 2014. 128 funds tracked by Wall St. Rank hold SPSB as of Q3 2014.

Partnervest Advisory Services reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 294 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2014, an estimated $9K.
Partnervest Advisory Services first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2013 and held it in 4 quarters.
Partnervest Advisory Services's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $9K in Q2 2014.
128 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2014.

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