Brown Advisory
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Brown Advisory’s iShares Future Exponential Technologies ETF XT Stock Holding History

Brown Advisory’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
Q4 		– Sell
-9,050
Closed -$350K – 1353
2018
Q3 		$350K Buy
+9,050
New +$344K ﹤0.01% 1107

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Brown Advisory's XT Position: Q4 2018 in Review

Brown Advisory sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2018, closing a stake of 9,050 shares — an estimated $350K sold.

Brown Advisory first reported a position in XT in Q3 2018 and held it in 1 quarter. The position peaked at $350K in Q3 2018. 93 funds tracked by Wall St. Rank hold XT as of Q4 2018.

  • Brown Advisory reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2018 after selling out during the quarter.
  • Brown Advisory sold 9,050 iShares Future Exponential Technologies ETF shares in Q4 2018, an estimated $350K.
  • Brown Advisory first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and held it in 1 quarter.
  • Brown Advisory's iShares Future Exponential Technologies ETF position peaked at $350K in Q3 2018.
  • 93 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2018.

Based on Brown Advisory's 13F filing for Q4 2018, filed 13 Feb 2019.