Madison Wealth Management’s Factset FDS Stock Holding History

Madison Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,468	Closed	-$394K	–	122
2019 Q4	$394K	Buy	+1,468	New	+$377K	0.11%	107

Other funds holding FDS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Madison Wealth Management's FDS Position: Q1 2020 in Review

Madison Wealth Management sold out of Factset (FDS) in Q1 2020, closing a stake of 1,468 shares — an estimated $394K sold.

Madison Wealth Management first reported a position in FDS in Q4 2019 and held it in 1 quarter. The position peaked at $394K in Q4 2019. 501 funds tracked by Wall St. Rank hold FDS as of Q1 2020.

Madison Wealth Management reported no remaining Factset position as of Q1 2020 after selling out during the quarter.
Madison Wealth Management sold 1,468 Factset shares in Q1 2020, an estimated $394K.
Madison Wealth Management first reported a position in Factset in Q4 2019 and held it in 1 quarter.
Madison Wealth Management's Factset position peaked at $394K in Q4 2019.
501 funds tracked by Wall St. Rank held Factset as of Q1 2020.

Based on Madison Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.