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Colony Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Colony 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
2020
Q4 		– Sell
-4,150
Closed -$202K – 768
2020
Q3 		$202K Buy
+4,150
New +$198K 0.01% 692

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Colony Group's XT Position: Q4 2020 in Review

Colony Group sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2020, closing a stake of 4,150 shares — an estimated $202K sold.

Colony Group first reported a position in XT in Q3 2020 and held it in 1 quarter. The position peaked at $202K in Q3 2020. 184 funds tracked by Wall St. Rank hold XT as of Q4 2020.

  • Colony Group reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2020 after selling out during the quarter.
  • Colony Group sold 4,150 iShares Future Exponential Technologies ETF shares in Q4 2020, an estimated $202K.
  • Colony Group first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and held it in 1 quarter.
  • Colony Group's iShares Future Exponential Technologies ETF position peaked at $202K in Q3 2020.
  • 184 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2020.

Based on Colony Group's 13F filing for Q4 2020, filed 16 Feb 2021.