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PFS Investments’s iShares Future Exponential Technologies ETF XT Stock Holding History

PFS Investments’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
Q3 		– Sell
-77,260
Closed -$2.89M – 98
2018
Q2 		$2.89M Buy
77,260
+16,098
+26% +$591K 0.25% 63
2018
Q1 		$2.2M Buy
61,162
+19,757
+48% +$731K 0.26% 63
2017
Q4 		$1.59M Buy
+41,405
New +$1.45M 0.3% 58

Other funds holding XT

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFS Investments's XT Position: Q3 2018 in Review

PFS Investments sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2018, closing a stake of 77,260 shares — an estimated $2.89M sold.

PFS Investments first reported a position in XT in Q4 2017 and held it in 3 quarters. The position peaked at $2.89M in Q2 2018. 84 funds tracked by Wall St. Rank hold XT as of Q3 2018.

  • PFS Investments reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2018 after selling out during the quarter.
  • PFS Investments sold 77,260 iShares Future Exponential Technologies ETF shares in Q3 2018, an estimated $2.89M.
  • PFS Investments first reported a position in iShares Future Exponential Technologies ETF in Q4 2017 and held it in 3 quarters.
  • PFS Investments's iShares Future Exponential Technologies ETF position peaked at $2.89M in Q2 2018.
  • 84 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2018.

Based on PFS Investments's 13F filing for Q3 2018, filed 1 Oct 2018.