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Visionary Asset Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Visionary Asset 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
2018
Q4 		$344K Buy
10,334
+801
+8% +$28.4K 0.14% 48
2018
Q3 		$369K Buy
+9,533
New +$362K 0.12% 166

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Visionary Asset Management's XT Position: Q4 2018 in Review

Visionary Asset Management increased its iShares Future Exponential Technologies ETF (XT) stake by 8.4% in Q4 2018, buying an estimated $28.4K and bringing the position to 10,334 shares worth $344K. The position accounts for 0.14% of the portfolio, ranked #48.

Visionary Asset Management first reported a position in XT in Q3 2018 and has held it in 2 quarters since. The position peaked at $369K in Q3 2018. 93 funds tracked by Wall St. Rank hold XT as of Q4 2018.

  • Visionary Asset Management held 10,334 shares of iShares Future Exponential Technologies ETF worth $344K as of Q4 2018.
  • Visionary Asset Management bought 801 iShares Future Exponential Technologies ETF shares in Q4 2018, an estimated $28.4K.
  • iShares Future Exponential Technologies ETF made up 0.14% of Visionary Asset Management's portfolio in Q4 2018, its #48 holding.
  • Visionary Asset Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and has held it in 2 quarters since.
  • Visionary Asset Management's iShares Future Exponential Technologies ETF position peaked at $369K in Q3 2018.
  • 93 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.