Burt Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Burt Wealth Advisors’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
2017 Q3	–	Sell	-406	Closed	-$12K	–	415
2017 Q2	$12K	Buy	+406	New	+$12.6K	0.01%	288
2017 Q1	–	Sell	-403	Closed	-$11K	–	394
2016 Q4	$11K	Buy	403 +3	+0.8%	+$78	0.01%	276
2016 Q3	$10K	Sell	400 -1	-0.2%	-$26	0.01%	266
2016 Q2	$9K	Buy	401 +4	+1%	+$98	0.01%	277
2016 Q1	$10K	Hold	397	–	–	0.01%	325
2015 Q4	$9K	Buy	397 +3	+0.8%	+$74	0.01%	294
2015 Q3	$9K	Buy	+394	New	+$9.81K	0.01%	261

Other funds holding XT

EFS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

RJFSA

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

Manifold Partners San Francisco, California $10.4M AUM 5.49% 1-Year Est. Return

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

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

NEPWA

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Burt Wealth Advisors's XT Position: Q3 2017 in Review

Burt Wealth Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2017, closing a stake of 406 shares — an estimated $12K sold.

Burt Wealth Advisors first reported a position in XT in Q3 2015 and held it in 7 quarters. The position peaked at $12K in Q2 2017. 61 funds tracked by Wall St. Rank hold XT as of Q3 2017.

Burt Wealth Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2017 after selling out during the quarter.
Burt Wealth Advisors sold 406 iShares Future Exponential Technologies ETF shares in Q3 2017, an estimated $12K.
Burt Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2015 and held it in 7 quarters.
Burt Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $12K in Q2 2017.
61 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.