Madden Advisory Services’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-342	Closed	-$12K	–	166
2017 Q1	$12K	Buy	+342	New	+$12.5K	0.01%	200
2015 Q4	–	Sell	-651	Closed	-$18K	–	186
2015 Q3	$18K	Hold	651	–	–	0.01%	180
2015 Q2	$20K	Buy	+651	New	+$20.2K	0.01%	181
2015 Q1	–	Sell	-651	Closed	-$20K	–	184
2014 Q4	$20K	Buy	+651	New	+$19.2K	0.01%	191

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Madden Advisory Services sold out of iShares US Financial Services ETF (IYG) in Q2 2017, closing a stake of 342 shares — an estimated $12K sold.

Madden Advisory Services first reported a position in IYG in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q2 2015. 115 funds tracked by Wall St. Rank hold IYG as of Q2 2017.

Madden Advisory Services reported no remaining iShares US Financial Services ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 342 iShares US Financial Services ETF shares in Q2 2017, an estimated $12K.
Madden Advisory Services first reported a position in iShares US Financial Services ETF in Q4 2014 and held it in 4 quarters.
Madden Advisory Services's iShares US Financial Services ETF position peaked at $20K in Q2 2015.
115 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2017.

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