Madison Investment Holdings’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-215,070	Closed	-$6M	–	225
2018 Q4	$6M	Sell	215,070 -323,672	-60%	-$9.72M	0.12%	146
2018 Q3	$17.4M	Sell	538,742 -622,275	-54%	-$19.8M	0.3%	116
2018 Q2	$36.5M	Buy	+1,161,017	New	+$37M	0.65%	57

Other funds holding DBEF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Madison Investment Holdings's DBEF Position: Q1 2019 in Review

Madison Investment Holdings sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2019, closing a stake of 215,070 shares — an estimated $6M sold.

Madison Investment Holdings first reported a position in DBEF in Q2 2018 and held it in 3 quarters. The position peaked at $36.5M in Q2 2018. 237 funds tracked by Wall St. Rank hold DBEF as of Q1 2019.

Madison Investment Holdings reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2019 after selling out during the quarter.
Madison Investment Holdings sold 215,070 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2019, an estimated $6M.
Madison Investment Holdings first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2018 and held it in 3 quarters.
Madison Investment Holdings's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $36.5M in Q2 2018.
237 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2019.

Based on Madison Investment Holdings's 13F filing for Q1 2019, filed 14 May 2019.