Kings Point Capital Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Kings Point Capital 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
2017 Q4	–	Sell	-1,195	Closed	-$37K	–	381
2017 Q3	$37K	Hold	1,195	–	–	0.01%	241
2017 Q2	$36K	Sell	1,195 -2,000	-63%	-$60.7K	0.01%	241
2017 Q1	$95K	Buy	3,195 +2,000	+167%	+$57.8K	0.02%	180
2016 Q4	$34K	Hold	1,195	–	–	0.01%	221
2016 Q3	$32K	Hold	1,195	–	–	0.01%	219
2016 Q2	$30K	Hold	1,195	–	–	0.01%	224
2016 Q1	$31K	Hold	1,195	–	–	0.01%	224
2015 Q4	$32K	Hold	1,195	–	–	0.01%	256
2015 Q3	$31K	Hold	1,195	–	–	0.01%	268
2015 Q2	$34K	Hold	1,195	–	–	0.01%	249
2015 Q1	$36K	Buy	+1,195	New	+$34.3K	0.01%	250

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

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 Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

RJFSA

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

Kings Point Capital Management's DBEF Position: Q4 2017 in Review

Kings Point Capital Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2017, closing a stake of 1,195 shares — an estimated $37K sold.

Kings Point Capital Management first reported a position in DBEF in Q1 2015 and held it in 11 quarters. The position peaked at $95K in Q1 2017. 237 funds tracked by Wall St. Rank hold DBEF as of Q4 2017.

Kings Point Capital Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2017 after selling out during the quarter.
Kings Point Capital Management sold 1,195 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2017, an estimated $37K.
Kings Point Capital Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2015 and held it in 11 quarters.
Kings Point Capital Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $95K in Q1 2017.
237 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2017.

Based on Kings Point Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.