Avantax Planning Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Avantax Planning Partners’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 Q3	–	Sell	-6,325	Closed	-$203K	–	307
2019 Q2	$203K	Buy	+6,325	New	+$201K	0.01%	287
2018 Q4	–	Sell	-6,310	Closed	-$204K	–	487
2018 Q3	$204K	Sell	6,310 -537	-8%	-$17.1K	0.02%	238
2018 Q2	$215K	Hold	6,847	–	–	0.02%	223
2018 Q1	$210K	Hold	6,847	–	–	0.02%	285
2017 Q4	$218K	Hold	6,847	–	–	0.02%	282
2017 Q3	$212K	Buy	+6,847	New	+$207K	0.02%	350

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

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

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

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

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

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

Avantax Planning Partners's DBEF Position: Q3 2019 in Review

Avantax Planning Partners sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2019, closing a stake of 6,325 shares — an estimated $203K sold.

Avantax Planning Partners first reported a position in DBEF in Q3 2017 and held it in 6 quarters. The position peaked at $218K in Q4 2017. 238 funds tracked by Wall St. Rank hold DBEF as of Q3 2019.

Avantax Planning Partners reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2019 after selling out during the quarter.
Avantax Planning Partners sold 6,325 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2019, an estimated $203K.
Avantax Planning Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2017 and held it in 6 quarters.
Avantax Planning Partners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $218K in Q4 2017.
238 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2019.

Based on Avantax Planning Partners's 13F filing for Q3 2019, filed 8 Nov 2019.