Woodmont Investment Counsel’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Woodmont Investment Counsel’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 Q2	–	Sell	-7,000	Closed	-$215K	–	169
2018 Q1	$215K	Hold	7,000	–	–	0.06%	164
2017 Q4	$222K	Hold	7,000	–	–	0.06%	175
2017 Q3	$217K	Buy	+7,000	New	+$212K	0.06%	178

Other funds holding DBEF

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Woodmont Investment Counsel's DBEF Position: Q2 2018 in Review

Woodmont Investment Counsel sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q2 2018, closing a stake of 7,000 shares — an estimated $215K sold.

Woodmont Investment Counsel first reported a position in DBEF in Q3 2017 and held it in 3 quarters. The position peaked at $222K in Q4 2017. 240 funds tracked by Wall St. Rank hold DBEF as of Q2 2018.

Woodmont Investment Counsel reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q2 2018 after selling out during the quarter.
Woodmont Investment Counsel sold 7,000 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q2 2018, an estimated $215K.
Woodmont Investment Counsel first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2017 and held it in 3 quarters.
Woodmont Investment Counsel's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $222K in Q4 2017.
240 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q2 2018.

Based on Woodmont Investment Counsel's 13F filing for Q2 2018, filed 10 Aug 2018.