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Artemis Wealth Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Artemis Wealth Advisors’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
2017
Q2 		– Sell
-658,380
Closed -$19.5M – 30
2017
Q1 		$19.5M Buy
658,380
+98,880
+18% +$2.86M 15.87% 3
2016
Q4 		$15.7M Buy
+559,500
New +$15.1M 14.81% 3

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Artemis Wealth Advisors's DBEF Position: Q2 2017 in Review

Artemis Wealth Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2017, closing a stake of 658,380 shares — an estimated $19.5M sold.

Artemis Wealth Advisors first reported a position in DBEF in Q4 2016 and held it in 2 quarters. The position peaked at $19.5M in Q1 2017. 201 funds tracked by Wall St. Rank hold DBEF as of Q2 2017.

  • Artemis Wealth Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2017 after selling out during the quarter.
  • Artemis Wealth Advisors sold 658,380 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2017, an estimated $19.5M.
  • Artemis Wealth Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2016 and held it in 2 quarters.
  • Artemis Wealth Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $19.5M in Q1 2017.
  • 201 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2017.

Based on Artemis Wealth Advisors's 13F filing for Q2 2017, filed 9 Feb 2023.