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Clark Capital Management Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Clark Capital Management Group’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
Q4 		– Sell
-149,424
Closed -$5.13M – 335
2017
Q3 		$5.13M Buy
149,424
+78,071
+109% +$2.58M 0.17% 110
2017
Q2 		$2.27M Buy
+71,353
New +$2.22M 0.09% 151

Other funds holding XT

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
MP
Manifold Partners San Francisco, California $10.4M AUM 5.49% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clark Capital Management Group's XT Position: Q4 2017 in Review

Clark Capital Management Group sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2017, closing a stake of 149,424 shares — an estimated $5.13M sold.

Clark Capital Management Group first reported a position in XT in Q2 2017 and held it in 2 quarters. The position peaked at $5.13M in Q3 2017. 63 funds tracked by Wall St. Rank hold XT as of Q4 2017.

  • Clark Capital Management Group reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2017 after selling out during the quarter.
  • Clark Capital Management Group sold 149,424 iShares Future Exponential Technologies ETF shares in Q4 2017, an estimated $5.13M.
  • Clark Capital Management Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2017 and held it in 2 quarters.
  • Clark Capital Management Group's iShares Future Exponential Technologies ETF position peaked at $5.13M in Q3 2017.
  • 63 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2017.

Based on Clark Capital Management Group's 13F filing for Q4 2017, filed 14 Feb 2018.