IWA
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Intercontinental Wealth Advisors’s Deutsche Bank DB Stock Holding History

Intercontinental Wealth Advisors’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,290
Closed -$17K – 423
2019
Q2 		$17K Hold
2,290
– – 0.01% 285
2019
Q1 		$19K Hold
2,290
– – 0.01% 313
2018
Q4 		$19K Buy
+2,290
New +$22.4K 0.01% 315

Other funds holding DB

HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Intercontinental Wealth Advisors's DB Position: Q3 2019 in Review

Intercontinental Wealth Advisors sold out of Deutsche Bank (DB) in Q3 2019, closing a stake of 2,290 shares — an estimated $17K sold.

Intercontinental Wealth Advisors first reported a position in DB in Q4 2018 and held it in 3 quarters. The position peaked at $19K in Q1 2019. 186 funds tracked by Wall St. Rank hold DB as of Q3 2019.

  • Intercontinental Wealth Advisors reported no remaining Deutsche Bank position as of Q3 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 2,290 Deutsche Bank shares in Q3 2019, an estimated $17K.
  • Intercontinental Wealth Advisors first reported a position in Deutsche Bank in Q4 2018 and held it in 3 quarters.
  • Intercontinental Wealth Advisors's Deutsche Bank position peaked at $19K in Q1 2019.
  • 186 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.