Partnervest Advisory Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-316	Closed	-$9K	–	699
2014 Q2	$9K	Hold	316	–	–	﹤0.01%	706
2014 Q1	$9K	Buy	+316	New	+$9.39K	﹤0.01%	680

Other funds holding SPTI

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $833M AUM 25.55% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FBNAT

FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Partnervest Advisory Services sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2014, closing a stake of 316 shares — an estimated $9K sold.

Partnervest Advisory Services first reported a position in SPTI in Q1 2014 and held it in 2 quarters. The position peaked at $9K in Q2 2014. 26 funds tracked by Wall St. Rank hold SPTI as of Q3 2014.

Partnervest Advisory Services reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 316 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2014, an estimated $9K.
Partnervest Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2014 and held it in 2 quarters.
Partnervest Advisory Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $9K in Q2 2014.
26 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2014.

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