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Dakota Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Dakota Wealth Management’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
2020
Q1 		– Sell
-12,073
Closed -$408K – 273
2019
Q4 		$408K Buy
+12,073
New +$401K 0.07% 215

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Bank of America
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Morgan Stanley
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Northwestern Mutual Wealth Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAG
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dakota Wealth Management's DBEF Position: Q1 2020 in Review

Dakota Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2020, closing a stake of 12,073 shares — an estimated $408K sold.

Dakota Wealth Management first reported a position in DBEF in Q4 2019 and held it in 1 quarter. The position peaked at $408K in Q4 2019. 239 funds tracked by Wall St. Rank hold DBEF as of Q1 2020.

  • Dakota Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Dakota Wealth Management sold 12,073 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2020, an estimated $408K.
  • Dakota Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2019 and held it in 1 quarter.
  • Dakota Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $408K in Q4 2019.
  • 239 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2020.

Based on Dakota Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.