MAS
SEA

Madden Advisory Services’s Invesco Shipping ETF SEA Stock Holding History

Madden Advisory Services’s Portfolio SEA Stock Details SEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,461
Closed -$79K – 410
2014
Q2 		$79K Sell
3,461
-1,225
-26% -$27.3K 0.04% 137
2014
Q1 		$102K Buy
4,686
+2,005
+75% +$43.3K 0.06% 107
2013
Q4 		$58K Buy
2,681
+200
+8% +$4.01K 0.04% 123
2013
Q3 		$49K Buy
2,481
+1,381
+126% +$25.8K 0.04% 116
2013
Q2 		$19K Buy
+1,100
New +$19K 0.02% 182

Other funds holding SEA

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GC
Gruss & Co West Palm Beach, Florida $42.8M AUM 49.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Madden Advisory Services's SEA Position: Q3 2014 in Review

Madden Advisory Services sold out of Invesco Shipping ETF (SEA) in Q3 2014, closing a stake of 3,461 shares — an estimated $79K sold.

Madden Advisory Services first reported a position in SEA in Q2 2013 and held it in 5 quarters. The position peaked at $102K in Q1 2014. 31 funds tracked by Wall St. Rank hold SEA as of Q3 2014.

  • Madden Advisory Services reported no remaining Invesco Shipping ETF position as of Q3 2014 after selling out during the quarter.
  • Madden Advisory Services sold 3,461 Invesco Shipping ETF shares in Q3 2014, an estimated $79K.
  • Madden Advisory Services first reported a position in Invesco Shipping ETF in Q2 2013 and held it in 5 quarters.
  • Madden Advisory Services's Invesco Shipping ETF position peaked at $102K in Q1 2014.
  • 31 funds tracked by Wall St. Rank held Invesco Shipping ETF as of Q3 2014.

Based on Madden Advisory Services's 13F filing for Q3 2014, filed 12 Nov 2014.