Doyle Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-147	Closed	-$6K	–	789
2019 Q2	$6K	Buy	+147	New	+$5.59K	﹤0.01%	721
2019 Q1	–	Sell	-147	Closed	-$5K	–	779
2018 Q4	$5K	Buy	+147	New	+$5.21K	﹤0.01%	732

Other funds holding XT

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

RJFSA

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Doyle Wealth Management's XT Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2019, closing a stake of 147 shares — an estimated $6K sold.

Doyle Wealth Management first reported a position in XT in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 110 funds tracked by Wall St. Rank hold XT as of Q3 2019.

Doyle Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 147 iShares Future Exponential Technologies ETF shares in Q3 2019, an estimated $6K.
Doyle Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's iShares Future Exponential Technologies ETF position peaked at $6K in Q2 2019.
110 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.