Partnervest Advisory Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-20	Closed	-$1K	–	700
2014 Q2	$1K	Hold	20	–	–	﹤0.01%	1016
2014 Q1	$1K	Buy	+20	New	+$626	﹤0.01%	1000

Other funds holding SPTL

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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

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

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

TCM

Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return

PFS

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Partnervest Advisory Services sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2014, closing a stake of 20 shares — an estimated $1K sold.

Partnervest Advisory Services first reported a position in SPTL in Q1 2014 and held it in 2 quarters. The position peaked at $1K in Q2 2014. 23 funds tracked by Wall St. Rank hold SPTL as of Q3 2014.

Partnervest Advisory Services reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 20 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2014, an estimated $1K.
Partnervest Advisory Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2014 and held it in 2 quarters.
Partnervest Advisory Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1K in Q2 2014.
23 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2014.

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