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Cornerstone Financial Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Cornerstone Financial Partners’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
2017
Q3 		– Sell
-28,334
Closed -$852K – 114
2017
Q2 		$852K Sell
28,334
-207,336
-88% -$6.29M 0.34% 56
2017
Q1 		$6.98M Sell
235,670
-57,817
-20% -$1.67M 2.33% 11
2016
Q4 		$8.24M Buy
+293,487
New +$7.92M 2.64% 10

Other funds holding DBEF

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Financial Partners's DBEF Position: Q3 2017 in Review

Cornerstone Financial Partners sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2017, closing a stake of 28,334 shares — an estimated $852K sold.

Cornerstone Financial Partners first reported a position in DBEF in Q4 2016 and held it in 3 quarters. The position peaked at $8.24M in Q4 2016. 206 funds tracked by Wall St. Rank hold DBEF as of Q3 2017.

  • Cornerstone Financial Partners reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 28,334 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2017, an estimated $852K.
  • Cornerstone Financial Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2016 and held it in 3 quarters.
  • Cornerstone Financial Partners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $8.24M in Q4 2016.
  • 206 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2017.

Based on Cornerstone Financial Partners's 13F filing for Q3 2017, filed 9 Nov 2017.