Beacon Pointe Wealth Advisors’s Xtrackers MSCI Europe Hedged Equity ETF DBEU Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio DBEU Stock Details DBEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$795K	Sell	25,346 -2,095	-8%	-$63.6K	0.15%	118
2019 Q3	$819K	Sell	27,441 -4,918	-15%	-$143K	0.17%	114
2019 Q2	$944K	Sell	32,359 -5,471	-14%	-$159K	0.2%	101
2019 Q1	$1.07M	Sell	37,830 -15,661	-29%	-$426K	0.25%	87
2018 Q4	$1.35M	Buy	+53,491	New	+$1.43M	0.49%	48

Other funds holding DBEU

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors's DBEU Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Xtrackers MSCI Europe Hedged Equity ETF (DBEU) stake by 7.6% in Q4 2019, selling an estimated $63.6K and leaving 25,346 shares worth $795K. The position accounts for 0.15% of the portfolio, ranked #118.

Beacon Pointe Wealth Advisors first reported a position in DBEU in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.35M in Q4 2018. 85 funds tracked by Wall St. Rank hold DBEU as of Q4 2019.

Beacon Pointe Wealth Advisors held 25,346 shares of Xtrackers MSCI Europe Hedged Equity ETF worth $795K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 2,095 Xtrackers MSCI Europe Hedged Equity ETF shares in Q4 2019, an estimated $63.6K.
Xtrackers MSCI Europe Hedged Equity ETF made up 0.15% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #118 holding.
Beacon Pointe Wealth Advisors first reported a position in Xtrackers MSCI Europe Hedged Equity ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Xtrackers MSCI Europe Hedged Equity ETF position peaked at $1.35M in Q4 2018.
85 funds tracked by Wall St. Rank held Xtrackers MSCI Europe Hedged Equity ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.