Peak Financial Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Peak Financial 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 Q3	–	Sell	-7,711	Closed	-$231K	–	47
2017 Q2	$231K	Sell	7,711 -2,775	-26%	-$84.2K	0.09%	42
2017 Q1	$310K	Sell	10,486 -597,415	-98%	-$17.3M	0.13%	34
2016 Q4	$17.1M	Sell	607,901 -10,534	-2%	-$284K	7.42%	3
2016 Q3	$16.3M	Sell	618,435 -19,154	-3%	-$496K	7.06%	5
2016 Q2	$15.9M	Buy	+637,589	New	+$16.3M	7.11%	4
2015 Q4	$18.8M	Buy	+691,932	New	+$19.1M	8.59%	4

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

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

Peak Financial Management's DBEF Position: Q3 2017 in Review

Peak Financial Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2017, closing a stake of 7,711 shares — an estimated $231K sold.

Peak Financial Management first reported a position in DBEF in Q4 2015 and held it in 6 quarters. The position peaked at $18.8M in Q4 2015. 206 funds tracked by Wall St. Rank hold DBEF as of Q3 2017.

Peak Financial Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2017 after selling out during the quarter.
Peak Financial Management sold 7,711 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2017, an estimated $231K.
Peak Financial Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2015 and held it in 6 quarters.
Peak Financial Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $18.8M in Q4 2015.
206 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2017.

Based on Peak Financial Management's 13F filing for Q3 2017, filed 30 Oct 2017.