Rowland Carmichael Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Rowland Carmichael 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	-1,997	Closed	-$56K	–	291
2016 Q4	$56K	Hold	1,997	–	–	0.03%	259
2016 Q3	$53K	Sell	1,997 -1,000	-33%	-$25.9K	0.03%	249
2016 Q2	$75K	Buy	2,997 +1,524	+103%	+$39K	0.05%	250
2016 Q1	$38K	Buy	+1,473	New	+$37.2K	0.04%	176

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Dallas, Texas $25.1B AUM 24.68% 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

Rowland Carmichael Advisors's DBEF Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2017, closing a stake of 1,997 shares — an estimated $56K sold.

Rowland Carmichael Advisors first reported a position in DBEF in Q1 2016 and held it in 4 quarters. The position peaked at $75K in Q2 2016. 196 funds tracked by Wall St. Rank hold DBEF as of Q1 2017.

Rowland Carmichael Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2017 after selling out during the quarter.
Rowland Carmichael Advisors sold 1,997 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2017, an estimated $56K.
Rowland Carmichael Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2016 and held it in 4 quarters.
Rowland Carmichael Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $75K in Q2 2016.
196 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.