Madden Advisory Services’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-4,040	Closed	-$165K	–	169
2017 Q1	$165K	Buy	+4,040	New	+$168K	0.11%	84
2016 Q3	–	Sell	-16,480	Closed	-$552K	–	93
2016 Q2	$552K	Sell	16,480 -232	-1%	-$8.06K	0.34%	66
2016 Q1	$594K	Hold	16,712	–	–	0.39%	59
2015 Q4	$562K	Sell	16,712 -188	-1%	-$6.74K	0.37%	62
2015 Q3	$591K	Sell	16,900 -280	-2%	-$10.2K	0.39%	62
2015 Q2	$622K	Sell	17,180 -440	-2%	-$16.9K	0.37%	65
2015 Q1	$690K	Buy	17,620 +6,276	+55%	+$252K	0.42%	63
2014 Q4	$465K	Sell	11,344 -4,768	-30%	-$187K	0.26%	73
2014 Q3	$608K	Buy	16,112 +2,016	+14%	+$75.6K	0.32%	68
2014 Q2	$518K	Buy	14,096 +920	+7%	+$32.4K	0.26%	75
2014 Q1	$446K	Buy	13,176 +4,884	+59%	+$161K	0.24%	77
2013 Q4	$273K	Buy	8,292 +768	+10%	+$24.1K	0.21%	72
2013 Q3	$221K	Sell	7,524 -972	-11%	-$28.1K	0.19%	65
2013 Q2	$233K	Buy	+8,496	New	+$236K	0.19%	64

Other funds holding IYT

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

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

SFMG Wealth Advisors Plano, Texas $1.66B AUM 20.35% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

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

Madden Advisory Services sold out of iShares US Transportation ETF (IYT) in Q2 2017, closing a stake of 4,040 shares — an estimated $165K sold.

Madden Advisory Services first reported a position in IYT in Q2 2013 and held it in 14 quarters. The position peaked at $690K in Q1 2015. 129 funds tracked by Wall St. Rank hold IYT as of Q2 2017.

Madden Advisory Services reported no remaining iShares US Transportation ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 4,040 iShares US Transportation ETF shares in Q2 2017, an estimated $165K.
Madden Advisory Services first reported a position in iShares US Transportation ETF in Q2 2013 and held it in 14 quarters.
Madden Advisory Services's iShares US Transportation ETF position peaked at $690K in Q1 2015.
129 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2017.

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