Wealthspire Advisors (Maryland)’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q1	–	Sell	-41,202	Closed	-$1.31M	–	2517
2017 Q4	$1.31M	Buy	41,202 +180	+0.4%	+$5.72K	0.13%	109
2017 Q3	$1.27M	Buy	41,022 +24,675	+151%	+$747K	0.14%	108
2017 Q2	$491K	Buy	16,347 +277	+2%	+$8.4K	0.06%	231
2017 Q1	$476K	Hold	16,070	–	–	0.07%	195
2016 Q4	$451K	Buy	16,070 +5,444	+51%	+$147K	0.07%	191
2016 Q3	$280K	Buy	10,626 +1,356	+15%	+$35.1K	0.04%	291
2016 Q2	$232K	Buy	9,270 +256	+3%	+$6.56K	0.04%	327
2016 Q1	$230K	Hold	9,014	–	–	0.04%	316
2015 Q4	$245K	Buy	+9,014	New	+$249K	0.05%	303

Other funds holding DBEF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DBEF Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2018, closing a stake of 41,202 shares — an estimated $1.31M sold.

Wealthspire Advisors (Maryland) first reported a position in DBEF in Q4 2015 and held it in 9 quarters. The position peaked at $1.31M in Q4 2017. 232 funds tracked by Wall St. Rank hold DBEF as of Q1 2018.

Wealthspire Advisors (Maryland) reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q1 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 41,202 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q1 2018, an estimated $1.31M.
Wealthspire Advisors (Maryland) first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2015 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $1.31M in Q4 2017.
232 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.