Keystone Financial Group (Kentucky)’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Keystone Financial Group (Kentucky)’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
2020 Q1	–	Sell	-6,626	Closed	-$224K	–	214
2019 Q4	$224K	Buy	6,626 +35	+0.5%	+$1.16K	0.06%	224
2019 Q3	$213K	Buy	6,591 +71	+1%	+$2.24K	0.07%	216
2019 Q2	$206K	Hold	6,520	–	–	0.07%	215
2019 Q1	$204K	Buy	+6,520	New	+$196K	0.07%	211
2018 Q4	–	Sell	-8,285	Closed	-$269K	–	183
2018 Q3	$269K	Buy	8,285 +42	+0.5%	+$1.34K	0.11%	156
2018 Q2	$258K	Sell	8,243 -262	-3%	-$8.35K	0.14%	131
2018 Q1	$257K	Sell	8,505 -9,513	-53%	-$299K	0.14%	126
2017 Q4	$513K	Buy	+18,018	New	+$572K	0.32%	63

Other funds holding DBEF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

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

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

Keystone Financial Group (Kentucky)'s DBEF Position: Q1 2020 in Review

Keystone Financial Group (Kentucky) sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2020, closing a stake of 6,626 shares — an estimated $224K sold.

Keystone Financial Group (Kentucky) first reported a position in DBEF in Q4 2017 and held it in 8 quarters. The position peaked at $513K in Q4 2017. 239 funds tracked by Wall St. Rank hold DBEF as of Q1 2020.

Keystone Financial Group (Kentucky) reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 6,626 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2020, an estimated $224K.
Keystone Financial Group (Kentucky) first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2017 and held it in 8 quarters.
Keystone Financial Group (Kentucky)'s Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $513K in Q4 2017.
239 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2020, filed 5 May 2020.