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Yellowstone Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Yellowstone Partners’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
2017
Q4 		$3.46M Buy
108,782
+3,378
+3% +$107K 1.96% 13
2017
Q3 		$3.27M Buy
+105,404
New +$3.19M 1.71% 15

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 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

Yellowstone Partners's DBEF Position: Q4 2017 in Review

Yellowstone Partners increased its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 3.2% in Q4 2017, buying an estimated $107K and bringing the position to 108,782 shares worth $3.46M. The position accounts for 1.96% of the portfolio, ranked #13.

Yellowstone Partners first reported a position in DBEF in Q3 2017 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold DBEF as of Q4 2017.

  • Yellowstone Partners held 108,782 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $3.46M as of Q4 2017.
  • Yellowstone Partners bought 3,378 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2017, an estimated $107K.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 1.96% of Yellowstone Partners's portfolio in Q4 2017, its #13 holding.
  • Yellowstone Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q3 2017 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.