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Reilly Financial Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Reilly Financial Advisors’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
2017
Q1 		– Sell
-540
Closed -$15K – 931
2016
Q4 		$15K Buy
+540
New +$14.6K ﹤0.01% 493

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Reilly Financial Advisors's DBEF Position: Q1 2017 in Review

Reilly Financial Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2017, closing a stake of 540 shares — an estimated $15K sold.

Reilly Financial Advisors first reported a position in DBEF in Q4 2016 and held it in 1 quarter. The position peaked at $15K in Q4 2016. 196 funds tracked by Wall St. Rank hold DBEF as of Q1 2017.

  • Reilly Financial Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 540 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2017, an estimated $15K.
  • Reilly Financial Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2016 and held it in 1 quarter.
  • Reilly Financial Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $15K in Q4 2016.
  • 196 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2017.

Based on Reilly Financial Advisors's 13F filing for Q1 2017, filed 18 Apr 2017.