Sequoia Wealth Management’s Xtrackers Russell US Multifactor ETF DEUS Stock Holding History

Sequoia Wealth Management’s Portfolio DEUS Stock Details DEUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8,732	Closed	-$293K	–	62
2018 Q3	$293K	Sell	8,732 -8,101	-48%	-$270K	0.25%	48
2018 Q2	$540K	Sell	16,833 -384	-2%	-$12.3K	0.57%	38
2018 Q1	$548K	Sell	17,217 -21,597	-56%	-$700K	0.53%	34
2017 Q4	$1.27M	Buy	+38,814	New	+$1.21M	1.15%	21

Other funds holding DEUS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

PCMC

Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sequoia Wealth Management's DEUS Position: Q4 2018 in Review

Sequoia Wealth Management sold out of Xtrackers Russell US Multifactor ETF (DEUS) in Q4 2018, closing a stake of 8,732 shares — an estimated $293K sold.

Sequoia Wealth Management first reported a position in DEUS in Q4 2017 and held it in 4 quarters. The position peaked at $1.27M in Q4 2017. 29 funds tracked by Wall St. Rank hold DEUS as of Q4 2018.

Sequoia Wealth Management reported no remaining Xtrackers Russell US Multifactor ETF position as of Q4 2018 after selling out during the quarter.
Sequoia Wealth Management sold 8,732 Xtrackers Russell US Multifactor ETF shares in Q4 2018, an estimated $293K.
Sequoia Wealth Management first reported a position in Xtrackers Russell US Multifactor ETF in Q4 2017 and held it in 4 quarters.
Sequoia Wealth Management's Xtrackers Russell US Multifactor ETF position peaked at $1.27M in Q4 2017.
29 funds tracked by Wall St. Rank held Xtrackers Russell US Multifactor ETF as of Q4 2018.

Based on Sequoia Wealth Management's 13F filing for Q4 2018, filed 22 Jan 2019.