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Capstone Financial Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Capstone Financial 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
2015
Q2 		– Sell
-38,370
Closed -$1.15M – 101
2015
Q1 		$1.15M Buy
+38,370
New +$1.1M 0.44% 21

Other funds holding DBEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Capstone Financial Advisors's DBEF Position: Q2 2015 in Review

Capstone Financial Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2015, closing a stake of 38,370 shares — an estimated $1.15M sold.

Capstone Financial Advisors first reported a position in DBEF in Q1 2015 and held it in 1 quarter. The position peaked at $1.15M in Q1 2015. 174 funds tracked by Wall St. Rank hold DBEF as of Q2 2015.

  • Capstone Financial Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2015 after selling out during the quarter.
  • Capstone Financial Advisors sold 38,370 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2015, an estimated $1.15M.
  • Capstone Financial Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2015 and held it in 1 quarter.
  • Capstone Financial Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $1.15M in Q1 2015.
  • 174 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2015.

Based on Capstone Financial Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.