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Sheets Smith Wealth Management’s Deutsche Bank DB Stock Holding History

Sheets Smith Wealth Management’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-12,333
Closed -$441K – 239
2013
Q2 		$441K Buy
+12,333
New +$467K 0.15% 176

Other funds holding DB

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sheets Smith Wealth Management's DB Position: Q3 2013 in Review

Sheets Smith Wealth Management sold out of Deutsche Bank (DB) in Q3 2013, closing a stake of 12,333 shares — an estimated $441K sold.

Sheets Smith Wealth Management first reported a position in DB in Q2 2013 and held it in 1 quarter. The position peaked at $441K in Q2 2013. 153 funds tracked by Wall St. Rank hold DB as of Q3 2013.

  • Sheets Smith Wealth Management reported no remaining Deutsche Bank position as of Q3 2013 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 12,333 Deutsche Bank shares in Q3 2013, an estimated $441K.
  • Sheets Smith Wealth Management first reported a position in Deutsche Bank in Q2 2013 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Deutsche Bank position peaked at $441K in Q2 2013.
  • 153 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2013.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2013, filed 26 Nov 2013.