Krilogy Financial’s iShares Future Exponential Technologies ETF XT Stock Holding History

Krilogy Financial’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
2018 Q4	–	Sell	-21	Closed	-$1K	–	696
2018 Q3	$1K	Buy	+21	New	+$798	﹤0.01%	794
2018 Q2	–	Sell	-21	Closed	-$1K	–	645
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	753
2017 Q4	$1K	Hold	21	–	–	﹤0.01%	751
2017 Q3	$1K	Hold	21	–	–	﹤0.01%	787
2017 Q2	$1K	Buy	21 +1	+5%	+$31	﹤0.01%	706
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	693
2016 Q4	$1K	Sell	20 -77	-79%	-$2.01K	﹤0.01%	693
2016 Q3	$3K	Hold	97	–	–	﹤0.01%	649
2016 Q2	$2K	Buy	97 +1	+1%	+$24	﹤0.01%	691
2016 Q1	$2K	Hold	96	–	–	﹤0.01%	617
2015 Q4	$2K	Buy	+96	New	+$2.38K	﹤0.01%	387

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Krilogy Financial's XT Position: Q4 2018 in Review

Krilogy Financial sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2018, closing a stake of 21 shares — an estimated $1K sold.

Krilogy Financial first reported a position in XT in Q4 2015 and held it in 11 quarters. The position peaked at $3K in Q3 2016. 93 funds tracked by Wall St. Rank hold XT as of Q4 2018.

Krilogy Financial reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 21 iShares Future Exponential Technologies ETF shares in Q4 2018, an estimated $1K.
Krilogy Financial first reported a position in iShares Future Exponential Technologies ETF in Q4 2015 and held it in 11 quarters.
Krilogy Financial's iShares Future Exponential Technologies ETF position peaked at $3K in Q3 2016.
93 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.