MAS
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Madden Advisory Services’s CVS Health CVS Stock Holding History

Madden Advisory Services’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-500
Closed -$40K – 307
2014
Q3 		$40K Hold
500
– – 0.02% 174
2014
Q2 		$38K Hold
500
– – 0.02% 180
2014
Q1 		$37K Buy
+500
New +$35.3K 0.02% 169

Other funds holding CVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Madden Advisory Services sold out of CVS Health (CVS) in Q4 2014, closing a stake of 500 shares — an estimated $40K sold.

Madden Advisory Services first reported a position in CVS in Q1 2014 and held it in 3 quarters. The position peaked at $40K in Q3 2014. 1,418 funds tracked by Wall St. Rank hold CVS as of Q4 2014.

  • Madden Advisory Services reported no remaining CVS Health position as of Q4 2014 after selling out during the quarter.
  • Madden Advisory Services sold 500 CVS Health shares in Q4 2014, an estimated $40K.
  • Madden Advisory Services first reported a position in CVS Health in Q1 2014 and held it in 3 quarters.
  • Madden Advisory Services's CVS Health position peaked at $40K in Q3 2014.
  • 1,418 funds tracked by Wall St. Rank held CVS Health as of Q4 2014.

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