Royal Fund Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Royal Fund 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
2020 Q2	–	Sell	-1,101	Closed	-$39K	–	589
2020 Q1	$39K	Buy	1,101 +79	+8%	+$3.23K	0.02%	245
2019 Q4	$43K	Buy	1,022 +74	+8%	+$3.01K	0.01%	259
2019 Q3	$36K	Buy	948 +284	+43%	+$10.9K	0.01%	263
2019 Q2	$25K	Buy	664 +122	+23%	+$4.64K	0.01%	293
2019 Q1	$20K	Hold	542	–	–	0.01%	303
2018 Q4	$18K	Hold	542	–	–	0.01%	281
2018 Q3	$20K	Hold	542	–	–	0.01%	273
2018 Q2	$19K	Buy	+542	New	+$19.9K	0.01%	291

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Royal Fund Management's XT Position: Q2 2020 in Review

Royal Fund Management sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2020, closing a stake of 1,101 shares — an estimated $39K sold.

Royal Fund Management first reported a position in XT in Q2 2018 and held it in 8 quarters. The position peaked at $43K in Q4 2019. 133 funds tracked by Wall St. Rank hold XT as of Q2 2020.

Royal Fund Management reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 1,101 iShares Future Exponential Technologies ETF shares in Q2 2020, an estimated $39K.
Royal Fund Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2018 and held it in 8 quarters.
Royal Fund Management's iShares Future Exponential Technologies ETF position peaked at $43K in Q4 2019.
133 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.