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Willingdon Wealth Management’s Xtrackers MSCI Eurozone Hedged Equity ETF DBEZ Stock Holding History

Willingdon Wealth Management’s Portfolio DBEZ Stock Details DBEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-194
Closed -$6K – 316
2019
Q1 		$6K Buy
+194
New +$5.57K ﹤0.01% 263

Other funds holding DBEZ

CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Willingdon Wealth Management's DBEZ Position: Q2 2019 in Review

Willingdon Wealth Management sold out of Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) in Q2 2019, closing a stake of 194 shares — an estimated $6K sold.

Willingdon Wealth Management first reported a position in DBEZ in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 12 funds tracked by Wall St. Rank hold DBEZ as of Q2 2019.

  • Willingdon Wealth Management reported no remaining Xtrackers MSCI Eurozone Hedged Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 194 Xtrackers MSCI Eurozone Hedged Equity ETF shares in Q2 2019, an estimated $6K.
  • Willingdon Wealth Management first reported a position in Xtrackers MSCI Eurozone Hedged Equity ETF in Q1 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Xtrackers MSCI Eurozone Hedged Equity ETF position peaked at $6K in Q1 2019.
  • 12 funds tracked by Wall St. Rank held Xtrackers MSCI Eurozone Hedged Equity ETF as of Q2 2019.

Based on Willingdon Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.