DBT
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Dubuque Bank & Trust’s iShares Future Exponential Technologies ETF XT Stock Holding History

Dubuque Bank & Trust’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
Q2 		– Sell
-780
Closed -$23K – 666
2017
Q1 		$23K Hold
780
– – 0.01% 408
2016
Q4 		$21K Hold
780
– – ﹤0.01% 333
2016
Q3 		$21K Buy
+780
New +$20.1K ﹤0.01% 321

Other funds holding XT

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
MP
Manifold Partners San Francisco, California $10.4M AUM 5.49% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dubuque Bank & Trust's XT Position: Q2 2017 in Review

Dubuque Bank & Trust sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2017, closing a stake of 780 shares — an estimated $23K sold.

Dubuque Bank & Trust first reported a position in XT in Q3 2016 and held it in 3 quarters. The position peaked at $23K in Q1 2017. 46 funds tracked by Wall St. Rank hold XT as of Q2 2017.

  • Dubuque Bank & Trust reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2017 after selling out during the quarter.
  • Dubuque Bank & Trust sold 780 iShares Future Exponential Technologies ETF shares in Q2 2017, an estimated $23K.
  • Dubuque Bank & Trust first reported a position in iShares Future Exponential Technologies ETF in Q3 2016 and held it in 3 quarters.
  • Dubuque Bank & Trust's iShares Future Exponential Technologies ETF position peaked at $23K in Q1 2017.
  • 46 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2017.

Based on Dubuque Bank & Trust's 13F filing for Q2 2017, filed 20 Jul 2017.