EWM
DTK.CL

Edge Wealth Management’s Deutsche Bank Contingent Cap Tst DTK.CL Stock Holding History

Edge Wealth Management’s Portfolio DTK.CL Stock Details DTK.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,119
Closed -$56K – 507
2015
Q4 		$56K Sell
2,119
-100
-5% -$2.66K 0.02% 175
2015
Q3 		$61K Hold
2,219
– – 0.02% 164
2015
Q2 		$60K Hold
2,219
– – 0.02% 174
2015
Q1 		$63K Buy
2,219
+104
+5% +$2.91K 0.02% 173
2014
Q4 		$58K Hold
2,115
– – 0.02% 182
2014
Q3 		$59K Buy
2,115
+2,000
+1,739% +$55.1K 0.02% 177
2014
Q2 		$3K Hold
115
– – ﹤0.01% 346
2014
Q1 		$3K Buy
+115
New +$3.04K ﹤0.01% 353

Other funds holding DTK.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PSC
Prentiss Smith & Co Brattleboro, Vermont $172M AUM 21.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HPBT
High Point Bank & Trust High Point, North Carolina $315M AUM 12.21% 1-Year Est. Return

Edge Wealth Management's DTK.CL Position: Q1 2016 in Review

Edge Wealth Management sold out of Deutsche Bank Contingent Cap Tst (DTK.CL) in Q1 2016, closing a stake of 2,119 shares — an estimated $56K sold.

Edge Wealth Management first reported a position in DTK.CL in Q1 2014 and held it in 8 quarters. The position peaked at $63K in Q1 2015. 7 funds tracked by Wall St. Rank hold DTK.CL as of Q1 2016.

  • Edge Wealth Management reported no remaining Deutsche Bank Contingent Cap Tst position as of Q1 2016 after selling out during the quarter.
  • Edge Wealth Management sold 2,119 Deutsche Bank Contingent Cap Tst shares in Q1 2016, an estimated $56K.
  • Edge Wealth Management first reported a position in Deutsche Bank Contingent Cap Tst in Q1 2014 and held it in 8 quarters.
  • Edge Wealth Management's Deutsche Bank Contingent Cap Tst position peaked at $63K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Deutsche Bank Contingent Cap Tst as of Q1 2016.

Based on Edge Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.