Madison Investment Holdings’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Madison Investment Holdings’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-15,290	Closed	-$1.54M	–	258
2017 Q4	$1.54M	Sell	15,290 -68,653	-82%	-$6.74M	0.03%	201
2017 Q3	$8.02M	Sell	83,943 -2,708	-3%	-$253K	0.14%	151
2017 Q2	$8.03M	Sell	86,651 -4,917	-5%	-$451K	0.15%	151
2017 Q1	$8.32M	Sell	91,568 -4,614	-5%	-$414K	0.15%	146
2016 Q4	$8.33M	Sell	96,182 -13,027	-12%	-$1.1M	0.16%	151
2016 Q3	$9.13M	Sell	109,209 -7,967	-7%	-$663K	0.18%	140
2016 Q2	$9.41M	Sell	117,176 -23,153	-16%	-$1.84M	0.2%	139
2016 Q1	$11M	Buy	+140,329	New	+$10.3M	0.23%	120

Other funds holding RSP

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rainwater Charitable Foundation Fort Worth, Texas $194M AUM 10.07% 1-Year Est. Return