Independent Portfolio Consultants’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Independent Portfolio Consultants’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
2016 Q1	–	Sell	-16,908	Closed	-$459K	–	756
2015 Q4	$459K	Hold	16,908	–	–	0.14%	210
2015 Q3	$441K	Sell	16,908 -2,082	-11%	-$58.5K	0.1%	262
2015 Q2	$543K	Buy	18,990 +1,025	+6%	+$31.2K	0.11%	243
2015 Q1	$538K	Buy	17,965 +3,275	+22%	+$94.1K	0.11%	230
2014 Q4	$397K	Buy	+14,690	New	+$404K	0.08%	277

Other funds holding DBEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

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

Independent Portfolio Consultants's DBEF Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2016, closing a stake of 16,908 shares — an estimated $459K sold.

Independent Portfolio Consultants first reported a position in DBEF in Q4 2014 and held it in 5 quarters. The position peaked at $543K in Q2 2015. 191 funds tracked by Wall St. Rank hold DBEF as of Q1 2016.

Independent Portfolio Consultants reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2016 after selling out during the quarter.
Independent Portfolio Consultants sold 16,908 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2016, an estimated $459K.
Independent Portfolio Consultants first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2014 and held it in 5 quarters.
Independent Portfolio Consultants's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $543K in Q2 2015.
191 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.