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Essex Financial Services’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Essex Financial Services’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
Q4 		– Sell
-9,482
Closed -$247K – 323
2015
Q3 		$247K Buy
9,482
+2,382
+34% +$66.9K 0.06% 266
2015
Q2 		$203K Buy
+7,100
New +$216K 0.05% 305

Other funds holding DBEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essex Financial Services's DBEF Position: Q4 2015 in Review

Essex Financial Services sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2015, closing a stake of 9,482 shares — an estimated $247K sold.

Essex Financial Services first reported a position in DBEF in Q2 2015 and held it in 2 quarters. The position peaked at $247K in Q3 2015. 215 funds tracked by Wall St. Rank hold DBEF as of Q4 2015.

  • Essex Financial Services reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2015 after selling out during the quarter.
  • Essex Financial Services sold 9,482 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2015, an estimated $247K.
  • Essex Financial Services first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2015 and held it in 2 quarters.
  • Essex Financial Services's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $247K in Q3 2015.
  • 215 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2015.

Based on Essex Financial Services's 13F filing for Q4 2015, filed 5 Feb 2016.