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

Convergent Wealth 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
Q3 		– Sell
-7,614
Closed -$218K – 36
2015
Q2 		$218K Buy
+7,614
New +$232K 0.05% 35

Other funds holding DBEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Convergent Wealth Advisors's DBEF Position: Q3 2015 in Review

Convergent Wealth Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2015, closing a stake of 7,614 shares — an estimated $218K sold.

Convergent Wealth Advisors first reported a position in DBEF in Q2 2015 and held it in 1 quarter. The position peaked at $218K in Q2 2015. 193 funds tracked by Wall St. Rank hold DBEF as of Q3 2015.

  • Convergent Wealth Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2015 after selling out during the quarter.
  • Convergent Wealth Advisors sold 7,614 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2015, an estimated $218K.
  • Convergent Wealth Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2015 and held it in 1 quarter.
  • Convergent Wealth Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $218K in Q2 2015.
  • 193 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.