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Landaas & Company’s iShares Future Exponential Technologies ETF XT Stock Holding History

Landaas & Company’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
Q4 		– Sell
-292
Closed -$10K – 367
2017
Q3 		$10K Buy
+292
New +$9.66K 0.01% 258

Other funds holding XT

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MP
Manifold Partners San Francisco, California $10.4M AUM 5.49% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Landaas & Company's XT Position: Q4 2017 in Review

Landaas & Company sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2017, closing a stake of 292 shares — an estimated $10K sold.

Landaas & Company first reported a position in XT in Q3 2017 and held it in 1 quarter. The position peaked at $10K in Q3 2017. 63 funds tracked by Wall St. Rank hold XT as of Q4 2017.

  • Landaas & Company reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2017 after selling out during the quarter.
  • Landaas & Company sold 292 iShares Future Exponential Technologies ETF shares in Q4 2017, an estimated $10K.
  • Landaas & Company first reported a position in iShares Future Exponential Technologies ETF in Q3 2017 and held it in 1 quarter.
  • Landaas & Company's iShares Future Exponential Technologies ETF position peaked at $10K in Q3 2017.
  • 63 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2017.

Based on Landaas & Company's 13F filing for Q4 2017, filed 6 Feb 2018.