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

Clear Perspective 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
2018 Q2	–	Sell	-200	Closed	-$6K	–	495
2018 Q1	$6K	Hold	200	–	–	﹤0.01%	392
2017 Q4	$6K	Hold	200	–	–	﹤0.01%	373
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	373
2017 Q2	$6K	Hold	200	–	–	0.01%	378
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	339
2016 Q4	$6K	Buy	+200	New	+$5.4K	﹤0.01%	336

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

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

Clear Perspective Advisors's DBEF Position: Q2 2018 in Review

Clear Perspective Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2018, closing a stake of 200 shares — an estimated $6K sold.

Clear Perspective Advisors first reported a position in DBEF in Q4 2016 and held it in 6 quarters. The position peaked at $6K in Q1 2018. 240 funds tracked by Wall St. Rank hold DBEF as of Q2 2018.

Clear Perspective Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2018 after selling out during the quarter.
Clear Perspective Advisors sold 200 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2018, an estimated $6K.
Clear Perspective Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $6K in Q1 2018.
240 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.