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WealthPLAN Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-5,460
Closed -$136 – 976
2016
Q2 		$136 Buy
+5,460
New +$140K ﹤0.01% 2423

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WealthPLAN Partners's DBEF Position: Q3 2016 in Review

WealthPLAN Partners sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2016, closing a stake of 5,460 shares — an estimated $136 sold.

WealthPLAN Partners first reported a position in DBEF in Q2 2016 and held it in 1 quarter. The position peaked at $136 in Q2 2016. 182 funds tracked by Wall St. Rank hold DBEF as of Q3 2016.

  • WealthPLAN Partners reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 5,460 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2016, an estimated $136.
  • WealthPLAN Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $136 in Q2 2016.
  • 182 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.