EWM
DB icon

Edge Wealth Management’s Deutsche Bank DB Stock Holding History

Edge Wealth Management’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,000
Closed -$3K – 621
2018
Q2 		$3K Buy
2,000
+1,000
+100% +$12.8K ﹤0.01% 516
2018
Q1 		$13K Buy
+1,000
New +$16.9K ﹤0.01% 352

Other funds holding DB

HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Edge Wealth Management's DB Position: Q4 2018 in Review

Edge Wealth Management sold out of Deutsche Bank (DB) in Q4 2018, closing a stake of 30,000 shares — an estimated $341K sold.

Edge Wealth Management first reported a position in DB in Q3 2013 and held it in 13 quarters. The position peaked at $385K in Q1 2017. 207 funds tracked by Wall St. Rank hold DB as of Q4 2018.

  • Edge Wealth Management reported no remaining Deutsche Bank position as of Q4 2018 after selling out during the quarter.
  • Edge Wealth Management sold 30,000 Deutsche Bank shares in Q4 2018, an estimated $341K.
  • Edge Wealth Management first reported a position in Deutsche Bank in Q3 2013 and held it in 13 quarters.
  • Edge Wealth Management's Deutsche Bank position peaked at $385K in Q1 2017.
  • 207 funds tracked by Wall St. Rank held Deutsche Bank as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.