Simplicity Solutions’s Xtrackers FTSE Developed ex US Multifactor ETF DEEF Stock Holding History

Simplicity Solutions’s Portfolio DEEF Stock Details DEEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-7,552	Closed	-$208K	–	727
2019 Q2	$208K	Buy	+7,552	New	+$208K	0.01%	618
2018 Q4	–	Sell	-10,062	Closed	-$287K	–	650
2018 Q3	$287K	Sell	10,062 -1,392	-12%	-$40K	0.02%	395
2018 Q2	$329K	Buy	11,454 +2,980	+35%	+$88.9K	0.02%	335
2018 Q1	$251K	Buy	8,474 +83	+1%	+$2.5K	0.02%	303
2017 Q4	$252K	Buy	+8,391	New	+$246K	0.02%	320

Other funds holding DEEF

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CAM

Concorde Asset Management Ann Arbor, Michigan $204M AUM

Simplicity Solutions's DEEF Position: Q3 2019 in Review

Simplicity Solutions sold out of Xtrackers FTSE Developed ex US Multifactor ETF (DEEF) in Q3 2019, closing a stake of 7,552 shares — an estimated $208K sold.

Simplicity Solutions first reported a position in DEEF in Q4 2017 and held it in 5 quarters. The position peaked at $329K in Q2 2018. 16 funds tracked by Wall St. Rank hold DEEF as of Q3 2019.

Simplicity Solutions reported no remaining Xtrackers FTSE Developed ex US Multifactor ETF position as of Q3 2019 after selling out during the quarter.
Simplicity Solutions sold 7,552 Xtrackers FTSE Developed ex US Multifactor ETF shares in Q3 2019, an estimated $208K.
Simplicity Solutions first reported a position in Xtrackers FTSE Developed ex US Multifactor ETF in Q4 2017 and held it in 5 quarters.
Simplicity Solutions's Xtrackers FTSE Developed ex US Multifactor ETF position peaked at $329K in Q2 2018.
16 funds tracked by Wall St. Rank held Xtrackers FTSE Developed ex US Multifactor ETF as of Q3 2019.

Based on Simplicity Solutions's 13F filing for Q3 2019, filed 7 Nov 2019.