Advantage Investment Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Advantage Investment Management’s Portfolio XT Stock Details XT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-52	Closed	-$2K	–	1087
2018 Q2	$2K	Sell	52 -3	-5%	-$110	﹤0.01%	889
2018 Q1	$2K	Sell	55 -5	-8%	-$185	﹤0.01%	932
2017 Q4	$2K	Hold	60	–	–	﹤0.01%	936
2017 Q3	$2K	Sell	60 -4	-6%	-$132	﹤0.01%	962
2017 Q2	$2K	Hold	64	–	–	﹤0.01%	989
2017 Q1	$2K	Buy	+64	New	+$1.83K	﹤0.01%	918

Other funds holding XT

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advantage Investment Management's XT Position: Q3 2018 in Review

Advantage Investment Management sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2018, closing a stake of 52 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in XT in Q1 2017 and held it in 6 quarters. The position peaked at $2K in Q2 2018. 84 funds tracked by Wall St. Rank hold XT as of Q3 2018.

Advantage Investment Management reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2018 after selling out during the quarter.
Advantage Investment Management sold 52 iShares Future Exponential Technologies ETF shares in Q3 2018, an estimated $2K.
Advantage Investment Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2017 and held it in 6 quarters.
Advantage Investment Management's iShares Future Exponential Technologies ETF position peaked at $2K in Q2 2018.
84 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2018.

Based on Advantage Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.