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Pinnacle Associates’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Pinnacle Associates’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
2020
Q1 		– Sell
-7,775
Closed -$263K – 673
2019
Q4 		$263K Hold
7,775
– – 0.01% 629
2019
Q3 		$251K Sell
7,775
-221
-3% -$6.97K 0.01% 627
2019
Q2 		$253K Hold
7,996
– – 0.01% 624
2019
Q1 		$250K Hold
7,996
– – 0.01% 628
2018
Q4 		$223K Sell
7,996
-2,279
-22% -$68.5K 0.01% 627
2018
Q3 		$332K Hold
10,275
– – 0.01% 586
2018
Q2 		$323K Sell
10,275
-1,199
-10% -$38.2K 0.01% 578
2018
Q1 		$352K Buy
11,474
+774
+7% +$24.3K 0.01% 553
2017
Q4 		$340K Buy
10,700
+2,325
+28% +$73.9K 0.01% 555
2017
Q3 		$260K Buy
8,375
+200
+2% +$6.06K ﹤0.01% 589
2017
Q2 		$245K Sell
8,175
-3,150
-28% -$95.5K ﹤0.01% 602
2017
Q1 		$335K Buy
11,325
+900
+9% +$26K 0.01% 545
2016
Q4 		$293K Sell
10,425
-650
-6% -$17.5K 0.01% 551
2016
Q3 		$292K Sell
11,075
-4,455
-29% -$115K 0.01% 545
2016
Q2 		$388K Sell
15,530
-209,075
-93% -$5.36M 0.01% 507
2016
Q1 		$5.74M Sell
224,605
-589,394
-72% -$14.9M 0.12% 175
2015
Q4 		$22.1M Sell
813,999
-28,090
-3% -$776K 0.46% 64
2015
Q3 		$22M Sell
842,089
-30,431
-3% -$855K 0.49% 58
2015
Q2 		$25M Buy
872,520
+39,176
+5% +$1.19M 0.46% 58
2015
Q1 		$25M Buy
833,344
+90,522
+12% +$2.6M 0.47% 61
2014
Q4 		$20.1M Buy
742,822
+62,168
+9% +$1.71M 0.39% 71
2014
Q3 		$18.9M Buy
680,654
+73,807
+12% +$2.04M 0.38% 75
2014
Q2 		$16.7M Buy
606,847
+575,172
+1,816% +$15.9M 0.33% 85
2014
Q1 		$859K Buy
+31,675
New +$851K 0.02% 366

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
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 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Associates's DBEF Position: Q1 2020 in Review

Pinnacle Associates sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2020, closing a stake of 7,775 shares — an estimated $263K sold.

Pinnacle Associates first reported a position in DBEF in Q1 2014 and held it in 24 quarters. The position peaked at $25M in Q2 2015. 239 funds tracked by Wall St. Rank hold DBEF as of Q1 2020.

  • Pinnacle Associates reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Pinnacle Associates sold 7,775 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2020, an estimated $263K.
  • Pinnacle Associates first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2014 and held it in 24 quarters.
  • Pinnacle Associates's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $25M in Q2 2015.
  • 239 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2020.

Based on Pinnacle Associates's 13F filing for Q1 2020, filed 13 May 2020.