Partnervest Advisory Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-340	Closed	-$16K	–	725
2014 Q2	$16K	Hold	340	–	–	0.01%	594
2014 Q1	$16K	Hold	340	–	–	0.01%	564
2013 Q4	$15K	Buy	+340	New	+$15.5K	0.01%	548

Other funds holding TFI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Partnervest Advisory Services sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2014, closing a stake of 340 shares — an estimated $16K sold.

Partnervest Advisory Services first reported a position in TFI in Q4 2013 and held it in 3 quarters. The position peaked at $16K in Q2 2014. 121 funds tracked by Wall St. Rank hold TFI as of Q3 2014.

Partnervest Advisory Services reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 340 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2014, an estimated $16K.
Partnervest Advisory Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2013 and held it in 3 quarters.
Partnervest Advisory Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $16K in Q2 2014.
121 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2014.

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