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Patten Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Patten Group’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
Q1 		– Sell
-118
Closed -$4K – 554
2018
Q4 		$4K Hold
118
– – ﹤0.01% 498
2018
Q3 		$5K Hold
118
– – ﹤0.01% 610
2018
Q2 		$4K Hold
118
– – ﹤0.01% 601
2018
Q1 		$4K Buy
+118
New +$4.37K ﹤0.01% 528

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

Patten Group's XT Position: Q1 2019 in Review

Patten Group sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2019, closing a stake of 118 shares — an estimated $4K sold.

Patten Group first reported a position in XT in Q1 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 98 funds tracked by Wall St. Rank hold XT as of Q1 2019.

  • Patten Group reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 118 iShares Future Exponential Technologies ETF shares in Q1 2019, an estimated $4K.
  • Patten Group first reported a position in iShares Future Exponential Technologies ETF in Q1 2018 and held it in 4 quarters.
  • Patten Group's iShares Future Exponential Technologies ETF position peaked at $5K in Q3 2018.
  • 98 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.