MIH
PIV

Madison Investment Holdings’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Madison Investment Holdings’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-923,541
Closed -$27.6M – 266
2018
Q1 		$27.6M Buy
923,541
+58,329
+7% +$1.74M 0.49% 75
2017
Q4 		$26.3M Buy
865,212
+226,213
+35% +$6.89M 0.45% 81
2017
Q3 		$18.4M Buy
638,999
+449,290
+237% +$12.9M 0.33% 99
2017
Q2 		$5.3M Buy
+189,709
New +$5.3M 0.1% 165

Other funds holding PIV

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Madison Investment Holdings's PIV Position: Q2 2018 in Review

Madison Investment Holdings sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 923,541 shares — an estimated $27.6M sold.

Madison Investment Holdings first reported a position in PIV in Q2 2017 and held it in 4 quarters. The position peaked at $27.6M in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • Madison Investment Holdings reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
  • Madison Investment Holdings sold 923,541 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $27.6M.
  • Madison Investment Holdings first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2017 and held it in 4 quarters.
  • Madison Investment Holdings's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $27.6M in Q1 2018.
  • 3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

Based on Madison Investment Holdings's 13F filing for Q2 2018, filed 8 Aug 2018.