Westover Capital Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Westover Capital 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
2020 Q3	–	Sell	-13,603	Closed	-$411K	–	134
2020 Q2	$411K	Sell	13,603 -3,894	-22%	-$113K	0.19%	86
2020 Q1	$469K	Sell	17,497 -3,169	-15%	-$99.8K	0.25%	78
2019 Q4	$698K	Sell	20,666 -254	-1%	-$8.43K	0.31%	73
2019 Q3	$677K	Buy	20,920 +543	+3%	+$17.1K	0.32%	68
2019 Q2	$644K	Buy	20,377 +1,129	+6%	+$35.9K	0.32%	69
2019 Q1	$601K	Sell	19,248 -12,644	-40%	-$380K	0.31%	70
2018 Q4	$890K	Sell	31,892 -59,332	-65%	-$1.78M	0.56%	54
2018 Q3	$2.95M	Buy	+91,224	New	+$2.91M	1.49%	21
2016 Q1	–	Sell	-112,578	Closed	-$3.06M	–	93
2015 Q4	$3.06M	Sell	112,578 -5,779	-5%	-$160K	2.55%	10
2015 Q3	$3.09M	Buy	+118,357	New	+$3.33M	2.66%	8

Other funds holding DBEF

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MFW

Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Westover Capital Advisors's DBEF Position: Q3 2020 in Review

Westover Capital Advisors sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q3 2020, closing a stake of 13,603 shares — an estimated $411K sold.

Westover Capital Advisors first reported a position in DBEF in Q3 2015 and held it in 10 quarters. The position peaked at $3.09M in Q3 2015. 213 funds tracked by Wall St. Rank hold DBEF as of Q3 2020.

Westover Capital Advisors reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q3 2020 after selling out during the quarter.
Westover Capital Advisors sold 13,603 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2020, an estimated $411K.
Westover Capital Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2015 and held it in 10 quarters.
Westover Capital Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $3.09M in Q3 2015.
213 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2020.

Based on Westover Capital Advisors's 13F filing for Q3 2020, filed 19 Nov 2020.