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WESPAC Advisors SoCal’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-694
Closed -$21K – 133
2019
Q1 		$21K Buy
+694
New +$20.9K 0.01% 170
2018
Q4 		– Hold
0
– – – 182

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Ameriprise
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WESPAC Advisors SoCal's DBEF Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2019, closing a stake of 694 shares — an estimated $21K sold.

WESPAC Advisors SoCal first reported a position in DBEF in Q1 2019 and held it in 1 quarter. The position peaked at $21K in Q1 2019. 239 funds tracked by Wall St. Rank hold DBEF as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 694 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2019, an estimated $21K.
  • WESPAC Advisors SoCal first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2019 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $21K in Q1 2019.
  • 239 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.