Madden Advisory Services’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-100	Closed	-$10K	–	187
2014 Q4	$10K	Sell	100 -70	-41%	-$2.07K	0.01%	232
2014 Q3	$5K	Hold	170	–	–	﹤0.01%	323
2014 Q2	$5K	Hold	170	–	–	﹤0.01%	310
2014 Q1	$5K	Hold	170	–	–	﹤0.01%	299
2013 Q4	$5K	Hold	170	–	–	﹤0.01%	265
2013 Q3	$5K	Buy	+170	New	+$4.67K	﹤0.01%	238

Other funds holding IYZ

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

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

UFA

US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

Madden Advisory Services's IYZ Position: Q1 2015 in Review

Madden Advisory Services sold out of iShares US Telecommunications ETF (IYZ) in Q1 2015, closing a stake of 100 shares — an estimated $10K sold.

Madden Advisory Services first reported a position in IYZ in Q3 2013 and held it in 6 quarters. The position peaked at $10K in Q4 2014. 106 funds tracked by Wall St. Rank hold IYZ as of Q1 2015.

Madden Advisory Services reported no remaining iShares US Telecommunications ETF position as of Q1 2015 after selling out during the quarter.
Madden Advisory Services sold 100 iShares US Telecommunications ETF shares in Q1 2015, an estimated $10K.
Madden Advisory Services first reported a position in iShares US Telecommunications ETF in Q3 2013 and held it in 6 quarters.
Madden Advisory Services's iShares US Telecommunications ETF position peaked at $10K in Q4 2014.
106 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2015.

Based on Madden Advisory Services's 13F filing for Q1 2015, filed 29 Apr 2015.