Private Ocean’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Private Ocean’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 Q2	–	Sell	-250	Closed	-$6K	–	491
2020 Q1	$6K	Buy	+250	New	+$7.87K	﹤0.01%	425
2019 Q4	–	Sell	-300	Closed	-$10K	–	519
2019 Q3	$10K	Buy	+300	New	+$9.47K	﹤0.01%	401

Other funds holding DBEF

Goldman Sachs New York $871B AUM 31.28% 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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

RJFSA

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

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

Private Ocean's DBEF Position: Q2 2020 in Review

Private Ocean sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2020, closing a stake of 250 shares — an estimated $6K sold.

Private Ocean first reported a position in DBEF in Q3 2019 and held it in 2 quarters. The position peaked at $10K in Q3 2019. 227 funds tracked by Wall St. Rank hold DBEF as of Q2 2020.

Private Ocean reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2020 after selling out during the quarter.
Private Ocean sold 250 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2020, an estimated $6K.
Private Ocean first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2019 and held it in 2 quarters.
Private Ocean's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $10K in Q3 2019.
227 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2020.

Based on Private Ocean's 13F filing for Q2 2020, filed 24 Jul 2020.