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WealthTrust-Arizona’s Xtrackers MSCI All World ex US Hedged Equity ETF DBAW Stock Holding History

WealthTrust-Arizona’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
2015
Q4 		– Sell
-388
Closed -$9K – 590
2015
Q3 		$9K Hold
388
– – 0.01% 384
2015
Q2 		$10K Hold
388
– – 0.01% 399
2015
Q1 		$10K Hold
388
– – 0.01% 403
2014
Q4 		$9K Buy
+388
New +$9.98K 0.01% 406

Other funds holding DBAW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
AHS
Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthTrust-Arizona's DBAW Position: Q4 2015 in Review

WealthTrust-Arizona sold out of Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) in Q4 2015, closing a stake of 388 shares — an estimated $9K sold.

WealthTrust-Arizona first reported a position in DBAW in Q4 2014 and held it in 4 quarters. The position peaked at $10K in Q2 2015. 18 funds tracked by Wall St. Rank hold DBAW as of Q4 2015.

  • WealthTrust-Arizona reported no remaining Xtrackers MSCI All World ex US Hedged Equity ETF position as of Q4 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 388 Xtrackers MSCI All World ex US Hedged Equity ETF shares in Q4 2015, an estimated $9K.
  • WealthTrust-Arizona first reported a position in Xtrackers MSCI All World ex US Hedged Equity ETF in Q4 2014 and held it in 4 quarters.
  • WealthTrust-Arizona's Xtrackers MSCI All World ex US Hedged Equity ETF position peaked at $10K in Q2 2015.
  • 18 funds tracked by Wall St. Rank held Xtrackers MSCI All World ex US Hedged Equity ETF as of Q4 2015.

Based on WealthTrust-Arizona's 13F filing for Q4 2015, filed 26 Jan 2016.