Madden Advisory Services’s iShares Global Financials ETF IXG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-155	Closed	-$9K	–	165
2017 Q1	$9K	Buy	+155	New	+$9.35K	0.01%	214
2015 Q4	–	Sell	-155	Closed	-$7K	–	185
2015 Q3	$7K	Hold	155	–	–	﹤0.01%	237
2015 Q2	$8K	Buy	+155	New	+$9.14K	﹤0.01%	234
2015 Q1	–	Sell	-155	Closed	-$9K	–	182
2014 Q4	$9K	Hold	155	–	–	0.01%	238
2014 Q3	$9K	Hold	155	–	–	﹤0.01%	297
2014 Q2	$9K	Sell	155 -285	-65%	-$16.3K	﹤0.01%	284
2014 Q1	$25K	Hold	440	–	–	0.01%	205
2013 Q4	$25K	Hold	440	–	–	0.02%	176
2013 Q3	$23K	Hold	440	–	–	0.02%	167
2013 Q2	$21K	Buy	+440	New	+$22.1K	0.02%	174

Other funds holding IXG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Madden Advisory Services's IXG Position: Q2 2017 in Review

Madden Advisory Services sold out of iShares Global Financials ETF (IXG) in Q2 2017, closing a stake of 155 shares — an estimated $9K sold.

Madden Advisory Services first reported a position in IXG in Q2 2013 and held it in 10 quarters. The position peaked at $25K in Q1 2014. 71 funds tracked by Wall St. Rank hold IXG as of Q2 2017.

Madden Advisory Services reported no remaining iShares Global Financials ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 155 iShares Global Financials ETF shares in Q2 2017, an estimated $9K.
Madden Advisory Services first reported a position in iShares Global Financials ETF in Q2 2013 and held it in 10 quarters.
Madden Advisory Services's iShares Global Financials ETF position peaked at $25K in Q1 2014.
71 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.