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Westbourne Investment Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Westbourne Investment Advisors’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
Q4 		– Sell
-1,639
Closed -$53K – 103
2018
Q3 		$53K Buy
+1,639
New +$52.3K 0.04% 151

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Westbourne Investment Advisors's DBEF Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2018, closing a stake of 1,639 shares — an estimated $53K sold.

Westbourne Investment Advisors first reported a position in DBEF in Q3 2018 and held it in 1 quarter. The position peaked at $53K in Q3 2018. 240 funds tracked by Wall St. Rank hold DBEF as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,639 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2018, an estimated $53K.
  • Westbourne Investment Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $53K in Q3 2018.
  • 240 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.