Mid Atlantic Financial Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Mid Atlantic Financial Management’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
2019 Q3	–	Sell	-102,388	Closed	-$3.95M	–	769
2019 Q2	$3.95M	Sell	102,388 -392	-0.4%	-$14.9K	0.41%	51
2019 Q1	$3.9M	Sell	102,780 -160,675	-61%	-$5.85M	0.43%	48
2018 Q4	$8.76M	Buy	+263,455	New	+$9.34M	1.09%	14

Other funds holding XT

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

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

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

REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Mid Atlantic Financial Management's XT Position: Q3 2019 in Review

Mid Atlantic Financial Management sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2019, closing a stake of 102,388 shares — an estimated $3.95M sold.

Mid Atlantic Financial Management first reported a position in XT in Q4 2018 and held it in 3 quarters. The position peaked at $8.76M in Q4 2018. 110 funds tracked by Wall St. Rank hold XT as of Q3 2019.

Mid Atlantic Financial Management reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2019 after selling out during the quarter.
Mid Atlantic Financial Management sold 102,388 iShares Future Exponential Technologies ETF shares in Q3 2019, an estimated $3.95M.
Mid Atlantic Financial Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2018 and held it in 3 quarters.
Mid Atlantic Financial Management's iShares Future Exponential Technologies ETF position peaked at $8.76M in Q4 2018.
110 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2019, filed 7 Nov 2019.