IP
DBEF icon

Intellectus Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Intellectus Partners’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
Q2 		– Sell
-2,000
Closed -$62K – 224
2019
Q1 		$62K Buy
+2,000
New +$60.1K 0.03% 245
2018
Q4 		– Sell
-2,000
Closed -$65K – 308
2018
Q3 		$65K Hold
2,000
– – 0.02% 321
2018
Q2 		$63K Hold
2,000
– – 0.02% 316
2018
Q1 		$61K Hold
2,000
– – 0.02% 317
2017
Q4 		$64K Hold
2,000
– – 0.02% 311
2017
Q3 		$62K Hold
2,000
– – 0.03% 351
2017
Q2 		$60K Hold
2,000
– – 0.03% 345
2017
Q1 		$59K Buy
2,000
+1,350
+208% +$39K 0.03% 309
2016
Q4 		$18K Buy
+650
New +$17.5K 0.01% 463

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $761B 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 $16.2B AUM 16.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B 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 $564B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return