Fortis Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Fortis Advisors’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 Q3	–	Sell	-306	Closed	-$10K	–	303
2018 Q2	$10K	Hold	306	–	–	0.01%	266
2018 Q1	$9K	Hold	306	–	–	0.01%	252
2017 Q4	$10K	Sell	306 -157	-34%	-$4.99K	0.01%	231
2017 Q3	$14K	Buy	+463	New	+$14K	0.01%	217

Other funds holding DBEF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Advisors's DBEF Position: Q3 2018 in Review

Fortis Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2018, closing a stake of 306 shares — an estimated $10K sold.

Fortis Advisors first reported a position in DBEF in Q3 2017 and held it in 4 quarters. The position peaked at $14K in Q3 2017. 238 funds tracked by Wall St. Rank hold DBEF as of Q3 2018.

Fortis Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2018 after selling out during the quarter.
Fortis Advisors sold 306 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2018, an estimated $10K.
Fortis Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2017 and held it in 4 quarters.
Fortis Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $14K in Q3 2017.
238 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2018.

Based on Fortis Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.