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Manifold Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

Manifold Partners’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
Q2 		– Sell
-236,779
Closed -$8.62M – 21
2018
Q1 		$8.62M Sell
236,779
-25,366
-10% -$939K 8.8% 6
2017
Q4 		$9.29M Buy
262,145
+16,531
+7% +$579K 6.58% 9
2017
Q3 		$8.44M Buy
245,614
+22,482
+10% +$744K 6.64% 7
2017
Q2 		$7.09M Buy
223,132
+2,559
+1% +$79.5K 8.29% 6
2017
Q1 		$6.55M Buy
+220,573
New +$6.31M 5.97% 6

Other funds holding XT

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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 $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return