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Integrated Wealth Management (Palm Desert)’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-211
Closed -$6K – 395
2016
Q3 		$6K Hold
211
– – ﹤0.01% 861
2016
Q2 		$5K Buy
+211
New +$5.41K ﹤0.01% 906

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s DBEF Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2016, closing a stake of 211 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DBEF in Q2 2016 and held it in 2 quarters. The position peaked at $6K in Q3 2016. 202 funds tracked by Wall St. Rank hold DBEF as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 211 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2016, an estimated $6K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $6K in Q3 2016.
  • 202 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.