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

Polaris Wealth 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	-96	Closed	-$3K	–	215
2018 Q3	$3K	Buy	96 +30	+45%	+$957	﹤0.01%	468
2018 Q2	$2K	Hold	66	–	–	﹤0.01%	238
2018 Q1	$2K	Buy	+66	New	+$2.08K	﹤0.01%	433
2015 Q3	–	Sell	-396,072	Closed	-$11.3M	–	72
2015 Q2	$11.3M	Sell	396,072 -5,657	-1%	-$172K	2.25%	17
2015 Q1	$12M	Buy	+401,729	New	+$11.5M	2.19%	17

Other funds holding DBEF

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

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

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

Polaris Wealth Advisory Group sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2018, closing a stake of 96 shares — an estimated $3K sold.

Polaris Wealth Advisory Group first reported a position in DBEF in Q1 2015 and held it in 5 quarters. The position peaked at $12M in Q1 2015. 240 funds tracked by Wall St. Rank hold DBEF as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 96 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2018, an estimated $3K.
Polaris Wealth Advisory Group first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2015 and held it in 5 quarters.
Polaris Wealth Advisory Group's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $12M in Q1 2015.
240 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.