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Madden Advisory Services’s iShares Global Energy ETF IXC Stock Holding History

Madden Advisory Services’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-70,744
Closed -$2.16M – 75
2019
Q3 		$2.16M Sell
70,744
-4,961
-7% -$152K 1.54% 22
2019
Q2 		$2.46M Sell
75,705
-12,421
-14% -$409K 1.53% 23
2019
Q1 		$2.97M Hold
88,126
– – 1.59% 20
2018
Q4 		$2.59M Buy
88,126
+64,418
+272% +$2.17M 1.56% 23
2018
Q3 		$894K Hold
23,708
– – 0.54% 45
2018
Q2 		$886K Sell
23,708
-375
-2% -$13.9K 0.56% 45
2018
Q1 		$818K Hold
24,083
– – 0.5% 50
2017
Q4 		$856K Buy
24,083
+16,771
+229% +$576K 0.52% 46
2017
Q3 		$248K Sell
7,312
-80
-1% -$2.55K 0.16% 78
2017
Q2 		$229K Sell
7,392
-300
-4% -$9.72K 0.15% 79
2017
Q1 		$255K Sell
7,692
-635
-8% -$21.4K 0.16% 78
2016
Q4 		$289K Sell
8,327
-838
-9% -$28.2K 0.2% 75
2016
Q3 		$301K Hold
9,165
– – 0.18% 86
2016
Q2 		$296K Sell
9,165
-445
-5% -$13.9K 0.18% 87
2016
Q1 		$283K Hold
9,610
– – 0.18% 84
2015
Q4 		$269K Sell
9,610
-23,222
-71% -$714K 0.18% 82
2015
Q3 		$941K Sell
32,832
-1,115
-3% -$35.1K 0.62% 46
2015
Q2 		$1.19M Hold
33,947
– – 0.71% 45
2015
Q1 		$1.21M Sell
33,947
-2,305
-6% -$83.5K 0.73% 44
2014
Q4 		$1.35M Sell
36,252
-3,160
-8% -$126K 0.77% 42
2014
Q3 		$1.73M Sell
39,412
-4,655
-11% -$218K 0.9% 34
2014
Q2 		$2.14M Sell
44,067
-7,315
-14% -$340K 1.09% 24
2014
Q1 		$2.25M Buy
51,382
+469
+0.9% +$19.8K 1.23% 23
2013
Q4 		$2.2M Buy
50,913
+4,035
+9% +$171K 1.65% 19
2013
Q3 		$1.92M Sell
46,878
-1,757
-4% -$71K 1.68% 20
2013
Q2 		$1.86M Buy
+48,635
New +$1.93M 1.53% 17

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Madden Advisory Services's IXC Position: Q4 2019 in Review

Madden Advisory Services sold out of iShares Global Energy ETF (IXC) in Q4 2019, closing a stake of 70,744 shares — an estimated $2.16M sold.

Madden Advisory Services first reported a position in IXC in Q2 2013 and held it in 26 quarters. The position peaked at $2.97M in Q1 2019. 148 funds tracked by Wall St. Rank hold IXC as of Q4 2019.

  • Madden Advisory Services reported no remaining iShares Global Energy ETF position as of Q4 2019 after selling out during the quarter.
  • Madden Advisory Services sold 70,744 iShares Global Energy ETF shares in Q4 2019, an estimated $2.16M.
  • Madden Advisory Services first reported a position in iShares Global Energy ETF in Q2 2013 and held it in 26 quarters.
  • Madden Advisory Services's iShares Global Energy ETF position peaked at $2.97M in Q1 2019.
  • 148 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2019.

Based on Madden Advisory Services's 13F filing for Q4 2019, filed 27 Jan 2020.