Madden Advisory Services’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-6,075	Closed	-$218K	–	85
2019 Q1	$218K	Buy	+6,075	New	+$213K	0.12%	86
2018 Q4	–	Sell	-6,275	Closed	-$263K	–	89
2018 Q3	$263K	Hold	6,275	–	–	0.16%	74
2018 Q2	$263K	Sell	6,275 -250	-4%	-$10.2K	0.17%	72
2018 Q1	$241K	Hold	6,525	–	–	0.15%	79
2017 Q4	$258K	Sell	6,525 -180	-3%	-$6.78K	0.16%	79
2017 Q3	$250K	Sell	6,705 -386	-5%	-$13.7K	0.16%	77
2017 Q2	$251K	Hold	7,091	–	–	0.17%	76
2017 Q1	$273K	Sell	7,091 -49	-0.7%	-$1.95K	0.18%	76
2016 Q4	$296K	Hold	7,140	–	–	0.2%	74
2016 Q3	$278K	Sell	7,140 -435	-6%	-$16.6K	0.17%	88
2016 Q2	$290K	Sell	7,575 -1,163	-13%	-$43.1K	0.18%	89
2016 Q1	$303K	Sell	8,738 -411	-4%	-$13.4K	0.2%	82
2015 Q4	$309K	Sell	9,149 -4,770	-34%	-$176K	0.2%	80
2015 Q3	$477K	Sell	13,919 -1,704	-11%	-$64.4K	0.31%	68
2015 Q2	$662K	Sell	15,623 -3,302	-17%	-$148K	0.4%	63
2015 Q1	$825K	Sell	18,925 -12,794	-40%	-$561K	0.5%	59
2014 Q4	$1.42M	Sell	31,719 -70,243	-69%	-$3.31M	0.81%	39
2014 Q3	$5.25M	Buy	101,962 +707	+0.7%	+$38.9K	2.73%	6
2014 Q2	$5.75M	Buy	101,255 +646	+0.6%	+$34.8K	2.93%	5
2014 Q1	$5.13M	Buy	100,609 +53,022	+111%	+$2.61M	2.81%	6
2013 Q4	$2.4M	Buy	47,587 +9,775	+26%	+$479K	1.81%	16
2013 Q3	$1.78M	Buy	37,812 +6,606	+21%	+$309K	1.55%	21
2013 Q2	$1.39M	Buy	+31,206	New	+$1.41M	1.14%	25

Other funds holding IYE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

Madden Advisory Services's IYE Position: Q2 2019 in Review

Madden Advisory Services sold out of iShares US Energy ETF (IYE) in Q2 2019, closing a stake of 6,075 shares — an estimated $218K sold.

Madden Advisory Services first reported a position in IYE in Q2 2013 and held it in 23 quarters. The position peaked at $5.75M in Q2 2014. 179 funds tracked by Wall St. Rank hold IYE as of Q2 2019.

Madden Advisory Services reported no remaining iShares US Energy ETF position as of Q2 2019 after selling out during the quarter.
Madden Advisory Services sold 6,075 iShares US Energy ETF shares in Q2 2019, an estimated $218K.
Madden Advisory Services first reported a position in iShares US Energy ETF in Q2 2013 and held it in 23 quarters.
Madden Advisory Services's iShares US Energy ETF position peaked at $5.75M in Q2 2014.
179 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2019.

Based on Madden Advisory Services's 13F filing for Q2 2019, filed 22 Jul 2019.