MAS
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Madden Advisory Services’s BlackRock Energy and Resources Trust BGR Stock Holding History

Madden Advisory Services’s Portfolio BGR Stock Details BGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,400
Closed -$33K – 297
2014
Q3 		$33K Buy
+1,400
New +$36.5K 0.02% 187

Other funds holding BGR

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Madden Advisory Services's BGR Position: Q4 2014 in Review

Madden Advisory Services sold out of BlackRock Energy and Resources Trust (BGR) in Q4 2014, closing a stake of 1,400 shares — an estimated $33K sold.

Madden Advisory Services first reported a position in BGR in Q3 2014 and held it in 1 quarter. The position peaked at $33K in Q3 2014. 61 funds tracked by Wall St. Rank hold BGR as of Q4 2014.

  • Madden Advisory Services reported no remaining BlackRock Energy and Resources Trust position as of Q4 2014 after selling out during the quarter.
  • Madden Advisory Services sold 1,400 BlackRock Energy and Resources Trust shares in Q4 2014, an estimated $33K.
  • Madden Advisory Services first reported a position in BlackRock Energy and Resources Trust in Q3 2014 and held it in 1 quarter.
  • Madden Advisory Services's BlackRock Energy and Resources Trust position peaked at $33K in Q3 2014.
  • 61 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q4 2014.

Based on Madden Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.