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HM Payson & Co’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

HM Payson & Co’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
2019
Q3 		– Sell
-166
Closed -$5K – 946
2019
Q2 		$5K Buy
+166
New +$5.27K ﹤0.01% 872

Other funds holding DBEF

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

HM Payson & Co's DBEF Position: Q3 2019 in Review

HM Payson & Co sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2019, closing a stake of 166 shares — an estimated $5K sold.

HM Payson & Co first reported a position in DBEF in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 238 funds tracked by Wall St. Rank hold DBEF as of Q3 2019.

  • HM Payson & Co reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2019 after selling out during the quarter.
  • HM Payson & Co sold 166 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2019, an estimated $5K.
  • HM Payson & Co first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2019 and held it in 1 quarter.
  • HM Payson & Co's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $5K in Q2 2019.
  • 238 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2019.

Based on HM Payson & Co's 13F filing for Q3 2019, filed 12 Nov 2019.