Partnervest Advisory Services’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-203	Closed	-$11K	–	1076
2013 Q4	$11K	Sell	203 -102	-33%	-$5.21K	0.01%	627
2013 Q3	$15K	Sell	305 -820	-73%	-$39.5K	0.01%	552
2013 Q2	$51K	Buy	+1,125	New	+$54K	0.02%	238

Other funds holding WOOD

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

USAA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Partnervest Advisory Services's WOOD Position: Q1 2014 in Review

Partnervest Advisory Services sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2014, closing a stake of 203 shares — an estimated $11K sold.

Partnervest Advisory Services first reported a position in WOOD in Q2 2013 and held it in 3 quarters. The position peaked at $51K in Q2 2013. 61 funds tracked by Wall St. Rank hold WOOD as of Q1 2014.

Partnervest Advisory Services reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2014 after selling out during the quarter.
Partnervest Advisory Services sold 203 iShares Global Timber & Forestry ETF shares in Q1 2014, an estimated $11K.
Partnervest Advisory Services first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and held it in 3 quarters.
Partnervest Advisory Services's iShares Global Timber & Forestry ETF position peaked at $51K in Q2 2013.
61 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2014.

Based on Partnervest Advisory Services's 13F filing for Q1 2014, filed 12 May 2014.