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Placemark Investments’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Placemark Investments’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
2014
Q4 		$9.53M Buy
352,914
+155,484
+79% +$4.28M 0.17% 142
2014
Q3 		$5.47M Buy
197,430
+11,804
+6% +$327K 0.1% 250
2014
Q2 		$5.12M Buy
185,626
+64,589
+53% +$1.78M 0.09% 267
2014
Q1 		$3.28M Buy
+121,037
New +$3.25M 0.06% 370

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

Placemark Investments's DBEF Position: Q4 2014 in Review

Placemark Investments increased its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 79% in Q4 2014, buying an estimated $4.28M and bringing the position to 352,914 shares worth $9.53M. The position accounts for 0.17% of the portfolio, ranked #142.

Placemark Investments first reported a position in DBEF in Q1 2014 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold DBEF as of Q4 2014.

  • Placemark Investments held 352,914 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $9.53M as of Q4 2014.
  • Placemark Investments bought 155,484 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2014, an estimated $4.28M.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.17% of Placemark Investments's portfolio in Q4 2014, its #142 holding.
  • Placemark Investments first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2014 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.