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Bank of the West’s iShares Future Exponential Technologies ETF XT Stock Holding History

Bank of the West’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
Q2 		– Sell
-16,000
Closed -$582K – 306
2018
Q1 		$582K Buy
+16,000
New +$592K 0.07% 207

Other funds holding XT

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of the West's XT Position: Q2 2018 in Review

Bank of the West sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2018, closing a stake of 16,000 shares — an estimated $582K sold.

Bank of the West first reported a position in XT in Q1 2018 and held it in 1 quarter. The position peaked at $582K in Q1 2018. 75 funds tracked by Wall St. Rank hold XT as of Q2 2018.

  • Bank of the West reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2018 after selling out during the quarter.
  • Bank of the West sold 16,000 iShares Future Exponential Technologies ETF shares in Q2 2018, an estimated $582K.
  • Bank of the West first reported a position in iShares Future Exponential Technologies ETF in Q1 2018 and held it in 1 quarter.
  • Bank of the West's iShares Future Exponential Technologies ETF position peaked at $582K in Q1 2018.
  • 75 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2018.

Based on Bank of the West's 13F filing for Q2 2018, filed 25 Jul 2018.