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JOYN Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-600
Closed -$17K – 424
2018
Q4 		$17K Hold
600
– – ﹤0.01% 734
2018
Q3 		$19K Hold
600
– – ﹤0.01% 698
2018
Q2 		$19K Buy
+600
New +$19.1K ﹤0.01% 693

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B 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 $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

JOYN Advisors's DBEF Position: Q1 2019 in Review

JOYN Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2019, closing a stake of 600 shares — an estimated $17K sold.

JOYN Advisors first reported a position in DBEF in Q2 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 237 funds tracked by Wall St. Rank hold DBEF as of Q1 2019.

  • JOYN Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 600 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2019, an estimated $17K.
  • JOYN Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $19K in Q3 2018.
  • 237 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.