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Financial Advocates Investment Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Financial Advocates Investment 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
2018
Q4 		– Sell
-6,242
Closed -$202K – 439
2018
Q3 		$202K Buy
+6,242
New +$199K 0.02% 481

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Bank of America
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Advocates Investment Management's DBEF Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2018, closing a stake of 6,242 shares — an estimated $202K sold.

Financial Advocates Investment Management first reported a position in DBEF in Q3 2018 and held it in 1 quarter. The position peaked at $202K in Q3 2018. 240 funds tracked by Wall St. Rank hold DBEF as of Q4 2018.

  • Financial Advocates Investment Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,242 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2018, an estimated $202K.
  • Financial Advocates Investment Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2018 and held it in 1 quarter.
  • Financial Advocates Investment Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $202K in Q3 2018.
  • 240 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.