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%	-$9.7K	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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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.