CA
DBEF icon

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

CapWealth 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
2016
Q2 		– Sell
-528
Closed -$13K – 286
2016
Q1 		$13K Buy
+528
New +$13.3K ﹤0.01% 222

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CapWealth Advisors's DBEF Position: Q2 2016 in Review

CapWealth Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2016, closing a stake of 528 shares — an estimated $13K sold.

CapWealth Advisors first reported a position in DBEF in Q1 2016 and held it in 1 quarter. The position peaked at $13K in Q1 2016. 186 funds tracked by Wall St. Rank hold DBEF as of Q2 2016.

  • CapWealth Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2016 after selling out during the quarter.
  • CapWealth Advisors sold 528 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2016, an estimated $13K.
  • CapWealth Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2016 and held it in 1 quarter.
  • CapWealth Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $13K in Q1 2016.
  • 186 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2016.

Based on CapWealth Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.