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Madden Advisory Services’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Madden Advisory Services’s Portfolio ERTH Stock Details ERTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-480
Closed -$12K – 281
2013
Q2 		$12K Buy
+480
New +$12.3K 0.01% 207

Other funds holding ERTH

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Madden Advisory Services's ERTH Position: Q3 2013 in Review

Madden Advisory Services sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2013, closing a stake of 480 shares — an estimated $12K sold.

Madden Advisory Services first reported a position in ERTH in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 40 funds tracked by Wall St. Rank hold ERTH as of Q3 2013.

  • Madden Advisory Services reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2013 after selling out during the quarter.
  • Madden Advisory Services sold 480 Invesco MSCI Sustainable Future ETF shares in Q3 2013, an estimated $12K.
  • Madden Advisory Services first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2013 and held it in 1 quarter.
  • Madden Advisory Services's Invesco MSCI Sustainable Future ETF position peaked at $12K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2013.

Based on Madden Advisory Services's 13F filing for Q3 2013, filed 12 Nov 2013.