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

MSI Financial Services’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
2016
Q4 		– Sell
-879
Closed -$23K – 4026
2016
Q3 		$23K Buy
+879
New +$22.7K ﹤0.01% 2291
2016
Q2 		– Sell
-515
Closed -$12K – 4111
2016
Q1 		$12K Sell
515
-187
-27% -$4.3K ﹤0.01% 2646
2015
Q4 		$17K Buy
702
+577
+462% +$14.3K ﹤0.01% 2419
2015
Q3 		$3K Sell
125
-125
-50% -$3.11K ﹤0.01% 2651
2015
Q2 		$6K Hold
250
– – ﹤0.01% 2379
2015
Q1 		$6K Buy
+250
New +$6.35K ﹤0.01% 2373

Other funds holding XT

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCG
Ruggie Capital Group Tavares, Florida $1.94M AUM 7.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MSI Financial Services's XT Position: Q4 2016 in Review

MSI Financial Services sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2016, closing a stake of 879 shares — an estimated $23K sold.

MSI Financial Services first reported a position in XT in Q1 2015 and held it in 6 quarters. The position peaked at $23K in Q3 2016. 28 funds tracked by Wall St. Rank hold XT as of Q4 2016.

  • MSI Financial Services reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 879 iShares Future Exponential Technologies ETF shares in Q4 2016, an estimated $23K.
  • MSI Financial Services first reported a position in iShares Future Exponential Technologies ETF in Q1 2015 and held it in 6 quarters.
  • MSI Financial Services's iShares Future Exponential Technologies ETF position peaked at $23K in Q3 2016.
  • 28 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.