Beaumont Financial Advisors’s Xtrackers MSCI Eurozone Hedged Equity ETF DBEZ Stock Holding History

Beaumont Financial Advisors’s Portfolio DBEZ Stock Details DBEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,380	Closed	-$279K	–	243
2019 Q4	$279K	Hold	8,380	–	–	0.03%	232
2019 Q3	$264K	Hold	8,380	–	–	0.03%	233
2019 Q2	$256K	Hold	8,380	–	–	0.03%	210
2019 Q1	$251K	Sell	8,380 -390	-4%	-$11.2K	0.03%	203
2018 Q4	$232K	Sell	8,770 -2,005	-19%	-$56.4K	0.04%	177
2018 Q3	$326K	Hold	10,775	–	–	0.03%	177
2018 Q2	$324K	Sell	10,775 -2,410	-18%	-$74.8K	0.03%	161
2018 Q1	$394K	Sell	13,185 -23,930	-64%	-$729K	0.04%	150
2017 Q4	$1.13M	Sell	37,115 -423	-1%	-$13K	0.13%	95
2017 Q3	$1.15M	Sell	37,538 -2,410	-6%	-$71.2K	0.14%	89
2017 Q2	$1.17M	Sell	39,948 -13,408	-25%	-$401K	0.15%	90
2017 Q1	$1.54M	Buy	53,356 +6,235	+13%	+$172K	0.21%	85
2016 Q4	$1.26M	Sell	47,121 -5,964	-11%	-$152K	0.19%	83
2016 Q3	$1.33M	Sell	53,085 -362,383	-87%	-$8.89M	0.21%	86
2016 Q2	$9.78M	Buy	+415,468	New	+$10.2M	1.6%	20
2016 Q1	–	Sell	-416,109	Closed	-$10.9M	–	134
2015 Q4	$10.9M	Buy	+416,109	New	+$11.1M	1.8%	23

Other funds holding DBEZ

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Beaumont Financial Advisors's DBEZ Position: Q1 2020 in Review

Beaumont Financial Advisors sold out of Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) in Q1 2020, closing a stake of 8,380 shares — an estimated $279K sold.

Beaumont Financial Advisors first reported a position in DBEZ in Q4 2015 and held it in 16 quarters. The position peaked at $10.9M in Q4 2015. 13 funds tracked by Wall St. Rank hold DBEZ as of Q1 2020.

Beaumont Financial Advisors reported no remaining Xtrackers MSCI Eurozone Hedged Equity ETF position as of Q1 2020 after selling out during the quarter.
Beaumont Financial Advisors sold 8,380 Xtrackers MSCI Eurozone Hedged Equity ETF shares in Q1 2020, an estimated $279K.
Beaumont Financial Advisors first reported a position in Xtrackers MSCI Eurozone Hedged Equity ETF in Q4 2015 and held it in 16 quarters.
Beaumont Financial Advisors's Xtrackers MSCI Eurozone Hedged Equity ETF position peaked at $10.9M in Q4 2015.
13 funds tracked by Wall St. Rank held Xtrackers MSCI Eurozone Hedged Equity ETF as of Q1 2020.

Based on Beaumont Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.