MDE Group historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 7 quarters from 2013-06-30 to 2015-03-31, MDE Group opened 13 positions, added to 19, reduced 33 and sold out of 19.
- Q1 2015: Stock IEZ; Country of operation —; Class US OIL EQ&SV ETF; Shares before 4,725.
- Q3 2014: Stock IYE; Country of operation —; Class U.S. ENERGY ETF; Shares before 3,661.
- Q3 2014: Stock XLE; Country of operation —; Class SBI INT-ENERGY; Shares before 2,030.
- Q3 2014: Stock IGE; Country of operation —; Class NA NAT RES; Shares before 2,246.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1485153), 7 quarters: Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-22); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-16); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-29); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-22); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2010-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2015 | IEZ
ISHARES | | US OIL EQ&SV ETF | 4,725 | 0 | -4,725 | $236,000 | $0 | -$236,000 | 2015-04-22 |
|---|
| Q3 2014 | IYE
ISHARES | | U.S. ENERGY ETF | 3,661 | 0 | -3,661 | $208,000 | $0 | -$208,000 | 2014-10-16 |
|---|
| Q3 2014 | XLE
SELECT SECTOR SPDR TR | | SBI INT-ENERGY | 2,030 | 0 | -2,030 | $203,000 | $0 | -$203,000 | 2014-10-16 |
|---|
| Q3 2014 | IGE
ISHARES | | NA NAT RES | 2,246 | 0 | -2,246 | $112,000 | $0 | -$112,000 | 2014-10-16 |
|---|
| Q3 2014 | AOK
ISHARES | | CONSER ALLOC ETF | 2,899 | 0 | -2,899 | $96,000 | $0 | -$96,000 | 2014-10-16 |
|---|
| Q3 2014 | AOR
ISHARES | | GRWT ALLOCAT ETF | 1,839 | 0 | -1,839 | $74,000 | $0 | -$74,000 | 2014-10-16 |
|---|
| Q3 2014 | DVY
ISHARES | | SELECT DIVID ETF | 871 | 0 | -871 | $67,000 | $0 | -$67,000 | 2014-10-16 |
|---|
| Q2 2014 | POWERSHARES ETF TRUST
CUSIP 73935X849 | | DYN FD & BEV | 19,767 | 0 | -19,767 | $544,000 | $0 | -$544,000 | 2014-08-11 |
|---|
| Q2 2014 | POWERSHARES ETF TRUST II
CUSIP 73936Q769 | | SENIOR LN PORT | 12,044 | 0 | -12,044 | $299,000 | $0 | -$299,000 | 2014-08-11 |
|---|
| Q1 2014 | HDV
ISHARES | | HIGH DIVIDND ETF | 608,176 | 0 | -608,176 | $42,724,000 | $0 | -$42,724,000 | 2014-04-29 |
|---|
| Q3 2013 | HDV
ISHARES TR | | HGH DIV EQT FD | 574,539 | 0 | -574,539 | $38,115,000 | $0 | -$38,115,000 | 2013-10-16 |
|---|
| Q3 2013 | AOM
ISHARES TR | | S&P MODERATE | 230,934 | 0 | -230,934 | $7,478,000 | $0 | -$7,478,000 | 2013-10-16 |
|---|
| Q3 2013 | AOR
ISHARES TR | | S&P GRWTH ALL | 19,260 | 0 | -19,260 | $683,000 | $0 | -$683,000 | 2013-10-16 |
|---|
| Q3 2013 | IEZ
ISHARES TR | | DJ OIL EQUIP | 4,725 | 0 | -4,725 | $268,000 | $0 | -$268,000 | 2013-10-16 |
|---|
| Q3 2013 | ITA
ISHARES TR | | DJ AEROSPACE | 3,041 | 0 | -3,041 | $248,000 | $0 | -$248,000 | 2013-10-16 |
|---|
| Q3 2013 | TIP
ISHARES TR | | BARCLYS TIPS BD | 1,500 | 0 | -1,500 | $168,000 | $0 | -$168,000 | 2013-10-16 |
|---|
| Q3 2013 | IYE
ISHARES TR | | DJ US ENERGY | 3,661 | 0 | -3,661 | $163,000 | $0 | -$163,000 | 2013-10-16 |
|---|
| Q3 2013 | HYG
ISHARES TR | | HIGH YLD CORP | 1,219 | 0 | -1,219 | $111,000 | $0 | -$111,000 | 2013-10-16 |
|---|
| Q3 2013 | IGE
ISHARES TR | | S&P NA NAT RES | 2,246 | 0 | -2,246 | $86,000 | $0 | -$86,000 | 2013-10-16 |
|---|
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