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Fusion Investment Group’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Fusion Investment Group’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
Q2 		– Sell
-38,809
Closed -$1.16M – 179
2015
Q1 		$1.16M Buy
38,809
+13,435
+53% +$386K 0.93% 20
2014
Q4 		$684K Sell
25,374
-6,972
-22% -$192K 0.58% 38
2014
Q3 		$897K Buy
+32,346
New +$895K 0.78% 20

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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Fusion Investment Group's DBEF Position: Q2 2015 in Review

Fusion Investment Group sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2015, closing a stake of 38,809 shares — an estimated $1.16M sold.

Fusion Investment Group first reported a position in DBEF in Q3 2014 and held it in 3 quarters. The position peaked at $1.16M in Q1 2015. 175 funds tracked by Wall St. Rank hold DBEF as of Q2 2015.

  • Fusion Investment Group reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2015 after selling out during the quarter.
  • Fusion Investment Group sold 38,809 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2015, an estimated $1.16M.
  • Fusion Investment Group first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2014 and held it in 3 quarters.
  • Fusion Investment Group's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $1.16M in Q1 2015.
  • 175 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2015.

Based on Fusion Investment Group's 13F filing for Q2 2015, filed 17 Aug 2015.