Madden Advisory Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-720	Closed	-$25K	–	307
2015 Q2	$25K	Buy	+720	New	+$26K	0.02%	165
2015 Q1	–	Sell	-720	Closed	-$25K	–	183
2014 Q4	$25K	Hold	720	–	–	0.01%	176
2014 Q3	$22K	Hold	720	–	–	0.01%	219
2014 Q2	$22K	Hold	720	–	–	0.01%	226
2014 Q1	$22K	Hold	720	–	–	0.01%	213
2013 Q4	$22K	Hold	720	–	–	0.02%	187
2013 Q3	$20K	Hold	720	–	–	0.02%	173
2013 Q2	$18K	Buy	+720	New	+$18.2K	0.01%	187

Other funds holding IYC

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Madden Advisory Services's IYC Position: Q3 2015 in Review

Madden Advisory Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2015, closing a stake of 720 shares — an estimated $25K sold.

Madden Advisory Services first reported a position in IYC in Q2 2013 and held it in 8 quarters. The position peaked at $25K in Q2 2015. 114 funds tracked by Wall St. Rank hold IYC as of Q3 2015.

Madden Advisory Services reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2015 after selling out during the quarter.
Madden Advisory Services sold 720 iShares US Consumer Discretionary ETF shares in Q3 2015, an estimated $25K.
Madden Advisory Services first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and held it in 8 quarters.
Madden Advisory Services's iShares US Consumer Discretionary ETF position peaked at $25K in Q2 2015.
114 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2015.

Based on Madden Advisory Services's 13F filing for Q3 2015, filed 29 Oct 2015.