Stone House Investment Management’s Xtrackers FTSE Developed ex US Multifactor ETF DEEF Stock Holding History

Stone House Investment Management’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 Q2	–	Sell	-6,620	Closed	-$182K	–	68
2019 Q1	$182K	Buy	+6,620	New	+$179K	0.09%	47
2018 Q3	–	Sell	-7,764	Closed	-$223K	–	52
2018 Q2	$223K	Buy	7,764 +394	+5%	+$11.8K	0.14%	44
2018 Q1	$219K	Sell	7,370 -168	-2%	-$5.07K	0.14%	42
2017 Q4	$226K	Buy	+7,538	New	+$221K	0.15%	37

Other funds holding DEEF

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

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

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

FAAS

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

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

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

CAM

Concorde Asset Management Ann Arbor, Michigan $204M AUM

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

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

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

Stone House Investment Management's DEEF Position: Q2 2019 in Review

Stone House Investment Management sold out of Xtrackers FTSE Developed ex US Multifactor ETF (DEEF) in Q2 2019, closing a stake of 6,620 shares — an estimated $182K sold.

Stone House Investment Management first reported a position in DEEF in Q4 2017 and held it in 4 quarters. The position peaked at $226K in Q4 2017. 20 funds tracked by Wall St. Rank hold DEEF as of Q2 2019.

Stone House Investment Management reported no remaining Xtrackers FTSE Developed ex US Multifactor ETF position as of Q2 2019 after selling out during the quarter.
Stone House Investment Management sold 6,620 Xtrackers FTSE Developed ex US Multifactor ETF shares in Q2 2019, an estimated $182K.
Stone House Investment Management first reported a position in Xtrackers FTSE Developed ex US Multifactor ETF in Q4 2017 and held it in 4 quarters.
Stone House Investment Management's Xtrackers FTSE Developed ex US Multifactor ETF position peaked at $226K in Q4 2017.
20 funds tracked by Wall St. Rank held Xtrackers FTSE Developed ex US Multifactor ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.