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

LBA 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
2017 Q1	–	Sell	-4,313	Closed	-$121K	–	451
2016 Q4	$121K	Hold	4,313	–	–	0.07%	130
2016 Q3	$114K	Hold	4,313	–	–	0.06%	143
2016 Q2	$108K	Sell	4,313 -942	-18%	-$24.1K	0.06%	146
2016 Q1	$134K	Hold	5,255	–	–	0.08%	127
2015 Q4	$143K	Buy	+5,255	New	+$145K	0.08%	138

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

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

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

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

UCFA

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LBA Wealth Management's DBEF Position: Q1 2017 in Review

LBA Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2017, closing a stake of 4,313 shares — an estimated $121K sold.

LBA Wealth Management first reported a position in DBEF in Q4 2015 and held it in 5 quarters. The position peaked at $143K in Q4 2015. 196 funds tracked by Wall St. Rank hold DBEF as of Q1 2017.

LBA Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2017 after selling out during the quarter.
LBA Wealth Management sold 4,313 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2017, an estimated $121K.
LBA Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2015 and held it in 5 quarters.
LBA Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $143K in Q4 2015.
196 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.