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

Lake Point 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
2019
Q1 		– Sell
-125
Closed -$3K – 716
2018
Q4 		$3K Buy
+125
New +$3.75K ﹤0.01% 623

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UCFA
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Morgan Stanley
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RJFSA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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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

Lake Point Wealth Management's DBEF Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2019, closing a stake of 125 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in DBEF in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 237 funds tracked by Wall St. Rank hold DBEF as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 125 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2019, an estimated $3K.
  • Lake Point Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $3K in Q4 2018.
  • 237 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.