Kelman-Lazarov Inc’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Kelman-Lazarov Inc’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
2018 Q3	–	Sell	-32,509	Closed	-$1.02M	–	100
2018 Q2	$1.02M	Sell	32,509 -4,700	-13%	-$150K	0.55%	52
2018 Q1	$1.14M	Sell	37,209 -2,541	-6%	-$79.9K	0.61%	46
2017 Q4	$1.26M	Sell	39,750 -1,350	-3%	-$42.9K	0.64%	46
2017 Q3	$1.27M	Sell	41,100 -600	-1%	-$18.2K	0.67%	44
2017 Q2	$1.25M	Buy	+41,700	New	+$1.26M	0.69%	47
2017 Q1	–	Sell	-43,483	Closed	-$1.22M	–	137
2016 Q4	$1.22M	Buy	43,483 +40,550	+1,383%	+$1.09M	0.69%	47
2016 Q3	$77.8K	Sell	2,933 -3,590	-55%	-$93K	0.04%	156
2016 Q2	$163K	Sell	6,523 -21,987	-77%	-$563K	0.09%	114
2016 Q1	$720K	Buy	+28,510	New	+$719K	0.42%	73

Other funds holding DBEF

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kelman-Lazarov Inc's DBEF Position: Q3 2018 in Review

Kelman-Lazarov Inc sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2018, closing a stake of 32,509 shares — an estimated $1.02M sold.

Kelman-Lazarov Inc first reported a position in DBEF in Q1 2016 and held it in 9 quarters. The position peaked at $1.27M in Q3 2017. 238 funds tracked by Wall St. Rank hold DBEF as of Q3 2018.

Kelman-Lazarov Inc reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2018 after selling out during the quarter.
Kelman-Lazarov Inc sold 32,509 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2018, an estimated $1.02M.
Kelman-Lazarov Inc first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2016 and held it in 9 quarters.
Kelman-Lazarov Inc's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $1.27M in Q3 2017.
238 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2018.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2018, filed 14 Nov 2018.