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Wealthspire Advisors (Maryland)’s Xtrackers MSCI All World ex US Hedged Equity ETF DBAW Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DBAW Stock Details DBAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-315
Closed -$7K – 1756
2015
Q4 		$7K Buy
+315
New +$7.5K ﹤0.01% 1266

Other funds holding DBAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DBAW Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) in Q1 2016, closing a stake of 315 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in DBAW in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 20 funds tracked by Wall St. Rank hold DBAW as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Xtrackers MSCI All World ex US Hedged Equity ETF position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 315 Xtrackers MSCI All World ex US Hedged Equity ETF shares in Q1 2016, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Xtrackers MSCI All World ex US Hedged Equity ETF in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Xtrackers MSCI All World ex US Hedged Equity ETF position peaked at $7K in Q4 2015.
  • 20 funds tracked by Wall St. Rank held Xtrackers MSCI All World ex US Hedged Equity ETF as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.