Madden Advisory Services’s iShares Morningstar Growth ETF ILCG Stock Holding History

Madden Advisory Services’s Portfolio ILCG Stock Details ILCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-375	Closed	-$8K	–	389
2014 Q2	$8K	Hold	375	–	–	﹤0.01%	286
2014 Q1	$7K	Hold	375	–	–	﹤0.01%	283
2013 Q4	$7K	Hold	375	–	–	0.01%	248
2013 Q3	$7K	Hold	375	–	–	0.01%	221
2013 Q2	$6K	Buy	+375	New	+$6.26K	﹤0.01%	247

Other funds holding ILCG

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Madden Advisory Services's ILCG Position: Q3 2014 in Review

Madden Advisory Services sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2014, closing a stake of 375 shares — an estimated $8K sold.

Madden Advisory Services first reported a position in ILCG in Q2 2013 and held it in 5 quarters. The position peaked at $8K in Q2 2014. 58 funds tracked by Wall St. Rank hold ILCG as of Q3 2014.

Madden Advisory Services reported no remaining iShares Morningstar Growth ETF position as of Q3 2014 after selling out during the quarter.
Madden Advisory Services sold 375 iShares Morningstar Growth ETF shares in Q3 2014, an estimated $8K.
Madden Advisory Services first reported a position in iShares Morningstar Growth ETF in Q2 2013 and held it in 5 quarters.
Madden Advisory Services's iShares Morningstar Growth ETF position peaked at $8K in Q2 2014.
58 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2014.

Based on Madden Advisory Services's 13F filing for Q3 2014, filed 12 Nov 2014.