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Partnervest Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Partnervest Advisory Services’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-812
Closed -$83K – 708
2014
Q2 		$83K Hold
812
– – 0.04% 273
2014
Q1 		$82K Sell
812
-6,139
-88% -$622K 0.04% 260
2013
Q4 		$702K Sell
6,951
-6,773
-49% -$686K 0.33% 43
2013
Q3 		$1.39M Sell
13,724
-4,552
-25% -$460K 0.71% 26
2013
Q2 		$1.84M Buy
+18,276
New +$1.87M 0.84% 20

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BIT
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

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

Partnervest Advisory Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2014, closing a stake of 812 shares — an estimated $83K sold.

Partnervest Advisory Services first reported a position in STIP in Q2 2013 and held it in 5 quarters. The position peaked at $1.84M in Q2 2013. 66 funds tracked by Wall St. Rank hold STIP as of Q3 2014.

  • Partnervest Advisory Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 812 iShares 0-5 Year TIPS Bond ETF shares in Q3 2014, an estimated $83K.
  • Partnervest Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $1.84M in Q2 2013.
  • 66 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2014.

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