LWM
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Lionsbridge Wealth Management’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Lionsbridge Wealth Management’s Portfolio HDEF Stock Details HDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6
Closed – – 151
2019
Q4 		$0 Buy
+6
New +$142 ﹤0.01% 291

Other funds holding HDEF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lionsbridge Wealth Management's HDEF Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q1 2020, closing a stake of 6 shares.

Lionsbridge Wealth Management first reported a position in HDEF in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 26 funds tracked by Wall St. Rank hold HDEF as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 6 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q1 2020.
  • Lionsbridge Wealth Management first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $0 in Q4 2019.
  • 26 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.