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Gupta Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Gupta Wealth 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
2015
Q4 		– Sell
-996
Closed -$26K – 1267
2015
Q3 		$26K Buy
+996
New +$28K 0.01% 620

Other funds holding DBEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's DBEF Position: Q4 2015 in Review

Gupta Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2015, closing a stake of 996 shares — an estimated $26K sold.

Gupta Wealth Management first reported a position in DBEF in Q3 2015 and held it in 1 quarter. The position peaked at $26K in Q3 2015. 216 funds tracked by Wall St. Rank hold DBEF as of Q4 2015.

  • Gupta Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 996 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2015, an estimated $26K.
  • Gupta Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $26K in Q3 2015.
  • 216 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.