Partnervest Advisory Services’s iShares International Developed Property ETF WPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-200	Closed	-$8K	–	837
2014 Q2	$8K	Hold	200	–	–	﹤0.01%	739
2014 Q1	$7K	Hold	200	–	–	﹤0.01%	735
2013 Q4	$7K	Hold	200	–	–	﹤0.01%	719
2013 Q3	$8K	Hold	200	–	–	﹤0.01%	700
2013 Q2	$7K	Buy	+200	New	+$7.66K	﹤0.01%	677

Other funds holding WPS

CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

1GA

1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Partnervest Advisory Services sold out of iShares International Developed Property ETF (WPS) in Q3 2014, closing a stake of 200 shares — an estimated $8K sold.

Partnervest Advisory Services first reported a position in WPS in Q2 2013 and held it in 5 quarters. The position peaked at $8K in Q2 2014. 44 funds tracked by Wall St. Rank hold WPS as of Q3 2014.

Partnervest Advisory Services reported no remaining iShares International Developed Property ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 200 iShares International Developed Property ETF shares in Q3 2014, an estimated $8K.
Partnervest Advisory Services first reported a position in iShares International Developed Property ETF in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's iShares International Developed Property ETF position peaked at $8K in Q2 2014.
44 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2014.

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