Partnervest Advisory Services’s Vanguard FTSE Pacific ETF VPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-35	Closed	-$2K	–	782
2014 Q2	$2K	Hold	35	–	–	﹤0.01%	981
2014 Q1	$2K	Hold	35	–	–	﹤0.01%	964
2013 Q4	$2K	Buy	+35	New	+$2.14K	﹤0.01%	941

Other funds holding VPL

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Partnervest Advisory Services sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2014, closing a stake of 35 shares — an estimated $2K sold.

Partnervest Advisory Services first reported a position in VPL in Q4 2013 and held it in 3 quarters. The position peaked at $2K in Q2 2014. 146 funds tracked by Wall St. Rank hold VPL as of Q3 2014.

Partnervest Advisory Services reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 35 Vanguard FTSE Pacific ETF shares in Q3 2014, an estimated $2K.
Partnervest Advisory Services first reported a position in Vanguard FTSE Pacific ETF in Q4 2013 and held it in 3 quarters.
Partnervest Advisory Services's Vanguard FTSE Pacific ETF position peaked at $2K in Q2 2014.
146 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2014.

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