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Sonora Investment Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Sonora Investment Management’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
2020
Q1 		– Sell
-136
Closed -$5K – 1687
2019
Q4 		$5K Buy
+136
New +$4.51K ﹤0.01% 1404

Other funds holding DBEF

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sonora Investment Management's DBEF Position: Q1 2020 in Review

Sonora Investment Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2020, closing a stake of 136 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in DBEF in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 239 funds tracked by Wall St. Rank hold DBEF as of Q1 2020.

  • Sonora Investment Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Sonora Investment Management sold 136 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2020, an estimated $5K.
  • Sonora Investment Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2019 and held it in 1 quarter.
  • Sonora Investment Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $5K in Q4 2019.
  • 239 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2020.

Based on Sonora Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.