HL Financial Services’s Madrona Domestic ETF FWDD Stock Holding History

HL Financial Services’s Portfolio FWDD Stock Details FWDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-5,579	Closed	-$240K	–	724
2014 Q4	$240K	Hold	5,579	–	–	0.01%	617
2014 Q3	$230K	Hold	5,579	–	–	0.01%	627
2014 Q2	$230K	Buy	+5,579	New	+$221K	0.01%	627

Other funds holding FWDD

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

HL Financial Services's FWDD Position: Q1 2015 in Review

HL Financial Services sold out of Madrona Domestic ETF (FWDD) in Q1 2015, closing a stake of 5,579 shares — an estimated $240K sold.

HL Financial Services first reported a position in FWDD in Q2 2014 and held it in 3 quarters. The position peaked at $240K in Q4 2014. 5 funds tracked by Wall St. Rank hold FWDD as of Q1 2015.

HL Financial Services reported no remaining Madrona Domestic ETF position as of Q1 2015 after selling out during the quarter.
HL Financial Services sold 5,579 Madrona Domestic ETF shares in Q1 2015, an estimated $240K.
HL Financial Services first reported a position in Madrona Domestic ETF in Q2 2014 and held it in 3 quarters.
HL Financial Services's Madrona Domestic ETF position peaked at $240K in Q4 2014.
5 funds tracked by Wall St. Rank held Madrona Domestic ETF as of Q1 2015.

Based on HL Financial Services's 13F filing for Q1 2015, filed 23 Apr 2015.