Flagship Harbor Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Flagship Harbor 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
2020 Q4	–	Sell	-250	Closed	-$12K	–	1802
2020 Q3	$12K	Hold	250	–	–	﹤0.01%	1285
2020 Q2	$11K	Buy	+250	New	+$10.3K	﹤0.01%	1338

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Flagship Harbor Advisors's XT Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2020, closing a stake of 250 shares — an estimated $12K sold.

Flagship Harbor Advisors first reported a position in XT in Q2 2020 and held it in 2 quarters. The position peaked at $12K in Q3 2020. 184 funds tracked by Wall St. Rank hold XT as of Q4 2020.

Flagship Harbor Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 250 iShares Future Exponential Technologies ETF shares in Q4 2020, an estimated $12K.
Flagship Harbor Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2020 and held it in 2 quarters.
Flagship Harbor Advisors's iShares Future Exponential Technologies ETF position peaked at $12K in Q3 2020.
184 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.