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Asset Planning Services (Pennsylvania)’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-1,781
Closed -$55K – 279
2017
Q3 		$55K Buy
1,781
+890
+100% +$27K 0.03% 134
2017
Q2 		$27K Buy
+891
New +$27K 0.02% 169

Other funds holding DBEF

Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s DBEF Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2017, closing a stake of 1,781 shares — an estimated $55K sold.

Asset Planning Services (Pennsylvania) first reported a position in DBEF in Q2 2017 and held it in 2 quarters. The position peaked at $55K in Q3 2017. 237 funds tracked by Wall St. Rank hold DBEF as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,781 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2017, an estimated $55K.
  • Asset Planning Services (Pennsylvania) first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2017 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $55K in Q3 2017.
  • 237 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.