Wealthspire Advisors (Maryland)’s Xtrackers MSCI Japan Hedged Equity ETF DBJP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DBJP Stock Details DBJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-7,767	Closed	-$346K	–	2455
2018 Q3	$346K	Hold	7,767	–	–	0.03%	321
2018 Q2	$323K	Hold	7,767	–	–	0.03%	339
2018 Q1	$329K	Sell	7,767 -7,635	-50%	-$332K	0.03%	334
2017 Q4	$679K	Buy	15,402 +6,217	+68%	+$267K	0.07%	202
2017 Q3	$372K	Hold	9,185	–	–	0.04%	310
2017 Q2	$358K	Hold	9,185	–	–	0.04%	303
2017 Q1	$345K	Hold	9,185	–	–	0.05%	256
2016 Q4	$342K	Hold	9,185	–	–	0.05%	247
2016 Q3	$302K	Buy	+9,185	New	+$295K	0.05%	272
2016 Q1	–	Sell	-75	Closed	-$3K	–	1758
2015 Q4	$3K	Buy	+75	New	+$2.96K	﹤0.01%	1449

Other funds holding DBJP

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DBJP Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Xtrackers MSCI Japan Hedged Equity ETF (DBJP) in Q4 2018, closing a stake of 7,767 shares — an estimated $346K sold.

Wealthspire Advisors (Maryland) first reported a position in DBJP in Q4 2015 and held it in 10 quarters. The position peaked at $679K in Q4 2017. 67 funds tracked by Wall St. Rank hold DBJP as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining Xtrackers MSCI Japan Hedged Equity ETF position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 7,767 Xtrackers MSCI Japan Hedged Equity ETF shares in Q4 2018, an estimated $346K.
Wealthspire Advisors (Maryland) first reported a position in Xtrackers MSCI Japan Hedged Equity ETF in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Xtrackers MSCI Japan Hedged Equity ETF position peaked at $679K in Q4 2017.
67 funds tracked by Wall St. Rank held Xtrackers MSCI Japan Hedged Equity ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.