Jackson Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Jackson Wealth Management’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	-73,760	Closed	-$1.9M	–	64
2015 Q4	$1.9M	Buy	73,760 +2,031	+3%	+$56.1K	0.75%	34
2015 Q3	$1.87M	Buy	71,729 +2,168	+3%	+$60.9K	0.67%	42
2015 Q2	$1.99M	Buy	69,561 +1,443	+2%	+$43.9K	0.67%	36
2015 Q1	$2.04M	Buy	+68,118	New	+$1.96M	0.66%	42

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

Jackson Wealth Management's DBEF Position: Q1 2016 in Review

Jackson Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2016, closing a stake of 73,760 shares — an estimated $1.9M sold.

Jackson Wealth Management first reported a position in DBEF in Q1 2015 and held it in 4 quarters. The position peaked at $2.04M in Q1 2015. 191 funds tracked by Wall St. Rank hold DBEF as of Q1 2016.

Jackson Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2016 after selling out during the quarter.
Jackson Wealth Management sold 73,760 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2016, an estimated $1.9M.
Jackson Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2015 and held it in 4 quarters.
Jackson Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $2.04M in Q1 2015.
191 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2016.

Based on Jackson Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.