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Acorn Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Acorn Wealth Advisors’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,085
Closed -$83K – 363
2018
Q2 		$83K Buy
2,085
+1,110
+114% +$46K 0.07% 195
2018
Q1 		$40K Buy
+975
New +$42.2K 0.03% 301

Other funds holding ROBO

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Acorn Wealth Advisors's ROBO Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2018, closing a stake of 2,085 shares — an estimated $83K sold.

Acorn Wealth Advisors first reported a position in ROBO in Q1 2018 and held it in 2 quarters. The position peaked at $83K in Q2 2018. 180 funds tracked by Wall St. Rank hold ROBO as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 2,085 ROBO Global Robotics & Automation Index ETF shares in Q3 2018, an estimated $83K.
  • Acorn Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and held it in 2 quarters.
  • Acorn Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $83K in Q2 2018.
  • 180 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.