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Stockman Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Stockman Wealth 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
Q3 		– Sell
-26,502
Closed -$801K – 173
2020
Q2 		$801K Buy
26,502
+6,255
+31% +$181K 0.3% 68
2020
Q1 		$543K Buy
20,247
+2,260
+13% +$71.1K 0.24% 76
2019
Q4 		$608K Buy
+17,987
New +$597K 0.22% 81

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFW
Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stockman Wealth Management's DBEF Position: Q3 2020 in Review

Stockman Wealth Management sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2020, closing a stake of 26,502 shares — an estimated $801K sold.

Stockman Wealth Management first reported a position in DBEF in Q4 2019 and held it in 3 quarters. The position peaked at $801K in Q2 2020. 213 funds tracked by Wall St. Rank hold DBEF as of Q3 2020.

  • Stockman Wealth Management reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Stockman Wealth Management sold 26,502 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2020, an estimated $801K.
  • Stockman Wealth Management first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2019 and held it in 3 quarters.
  • Stockman Wealth Management's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $801K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2020.

Based on Stockman Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.