Madden Advisory Services’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-400	Closed	-$18K	–	355
2014 Q3	$18K	Hold	400	–	–	0.01%	244
2014 Q2	$17K	Hold	400	–	–	0.01%	251
2014 Q1	$17K	Hold	400	–	–	0.01%	238
2013 Q4	$15K	Hold	400	–	–	0.01%	212
2013 Q3	$14K	Hold	400	–	–	0.01%	192
2013 Q2	$12K	Buy	+400	New	+$11.4K	0.01%	210

Other funds holding PBE

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

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

TAM

Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Madden Advisory Services's PBE Position: Q4 2014 in Review

Madden Advisory Services sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2014, closing a stake of 400 shares — an estimated $18K sold.

Madden Advisory Services first reported a position in PBE in Q2 2013 and held it in 6 quarters. The position peaked at $18K in Q3 2014. 82 funds tracked by Wall St. Rank hold PBE as of Q4 2014.

Madden Advisory Services reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2014 after selling out during the quarter.
Madden Advisory Services sold 400 Invesco Biotechnology & Genome ETF shares in Q4 2014, an estimated $18K.
Madden Advisory Services first reported a position in Invesco Biotechnology & Genome ETF in Q2 2013 and held it in 6 quarters.
Madden Advisory Services's Invesco Biotechnology & Genome ETF position peaked at $18K in Q3 2014.
82 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2014.

Based on Madden Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.