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

YorkBridge Wealth 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	–	Sell	-435	Closed	-$13K	–	874
2017 Q3	$13K	Sell	435 -815	-65%	-$24.7K	0.01%	604
2017 Q2	$38K	Hold	1,250	–	–	0.02%	401
2017 Q1	$38K	Sell	1,250 -200	-14%	-$5.78K	0.02%	401
2016 Q4	$39K	Buy	+1,450	New	+$39.1K	0.02%	388

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

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 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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 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

YorkBridge Wealth Partners's DBEF Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2017, closing a stake of 435 shares — an estimated $13K sold.

YorkBridge Wealth Partners first reported a position in DBEF in Q4 2016 and held it in 4 quarters. The position peaked at $39K in Q4 2016. 237 funds tracked by Wall St. Rank hold DBEF as of Q4 2017.

YorkBridge Wealth Partners reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 435 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2017, an estimated $13K.
YorkBridge Wealth Partners first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2016 and held it in 4 quarters.
YorkBridge Wealth Partners's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $39K in Q4 2016.
237 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.