LI
DBEF icon

LVZ Inc’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

LVZ Inc’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
2016
Q4 		– Sell
-9,546
Closed -$252K – 33
2016
Q3 		$252K Hold
9,546
– – 2.45% 20
2016
Q2 		$239K Sell
9,546
-391
-4% -$10K 2.6% 18
2016
Q1 		$254K Buy
+9,937
New +$251K 0.12% 44

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LVZ Inc's DBEF Position: Q4 2016 in Review

LVZ Inc sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2016, closing a stake of 9,546 shares — an estimated $252K sold.

LVZ Inc first reported a position in DBEF in Q1 2016 and held it in 3 quarters. The position peaked at $254K in Q1 2016. 202 funds tracked by Wall St. Rank hold DBEF as of Q4 2016.

  • LVZ Inc reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2016 after selling out during the quarter.
  • LVZ Inc sold 9,546 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2016, an estimated $252K.
  • LVZ Inc first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2016 and held it in 3 quarters.
  • LVZ Inc's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $254K in Q1 2016.
  • 202 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2016.

Based on LVZ Inc's 13F filing for Q4 2016, filed 27 Jan 2017.