Pinnacle Wealth Management Advisory Group’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2018 Q4	–	Sell	-7,300	Closed	-$236K	–	164
2018 Q3	$236K	Hold	7,300	–	–	0.12%	136
2018 Q2	$229K	Sell	7,300 -100	-1%	-$3.19K	0.12%	129
2018 Q1	$227K	Hold	7,400	–	–	0.13%	129
2017 Q4	$235K	Buy	+7,400	New	+$235K	0.13%	128
2017 Q2	–	Sell	-7,850	Closed	-$232K	–	138
2017 Q1	$232K	Buy	+7,850	New	+$227K	0.16%	120
2016 Q3	–	Sell	-8,405	Closed	-$210K	–	121
2016 Q2	$210K	Sell	8,405 -59,722	-88%	-$1.53M	0.17%	109
2016 Q1	$1.74M	Sell	68,127 -127,868	-65%	-$3.23M	1.55%	15
2015 Q4	$5.32M	Sell	195,995 -15,120	-7%	-$418K	4.86%	2
2015 Q3	$5.51M	Buy	211,115 +870	+0.4%	+$24.4K	5.31%	2
2015 Q2	$6.02M	Sell	210,245 -140	-0.1%	-$4.26K	5.57%	2
2015 Q1	$6.3M	Buy	210,385 +34,890	+20%	+$1M	5.65%	2
2014 Q4	$4.74M	Buy	+175,495	New	+$4.83M	4.41%	2

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's DBEF Position: Q4 2018 in Review

Pinnacle Wealth Management Advisory Group sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2018, closing a stake of 7,300 shares — an estimated $236K sold.

Pinnacle Wealth Management Advisory Group first reported a position in DBEF in Q4 2014 and held it in 12 quarters. The position peaked at $6.3M in Q1 2015. 240 funds tracked by Wall St. Rank hold DBEF as of Q4 2018.

Pinnacle Wealth Management Advisory Group reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2018 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 7,300 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2018, an estimated $236K.
Pinnacle Wealth Management Advisory Group first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2014 and held it in 12 quarters.
Pinnacle Wealth Management Advisory Group's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $6.3M in Q1 2015.
240 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2018.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2018, filed 5 Feb 2019.