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Advisor Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Advisor Group’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
2019
Q4 		$731K Sell
17,377
-1,707
-9% -$68.8K 0.01% 1409
2019
Q3 		$731K Buy
19,084
+1,752
+10% +$66.2K 0.01% 1348
2019
Q2 		$693K Sell
17,332
-2,061
-11% -$80.9K 0.01% 1378
2019
Q1 		$751K Sell
19,393
-3,501
-15% -$129K 0.01% 1306
2018
Q4 		$746K Buy
22,894
+2,758
+14% +$99.9K 0.01% 1135
2018
Q3 		$843K Sell
20,136
-16,034
-44% -$660K 0.01% 1108
2018
Q2 		$1.45M Sell
36,170
-2,049
-5% -$84.8K 0.02% 687
2018
Q1 		$1.6M Buy
38,219
+5,979
+19% +$259K 0.02% 652
2017
Q4 		$1.33M Buy
32,240
+26,414
+453% +$1.07M 0.02% 730
2017
Q3 		$224K Buy
5,826
+3,686
+172% +$134K ﹤0.01% 1772
2017
Q2 		$73K Buy
2,140
+1,069
+100% +$36.1K ﹤0.01% 2558
2017
Q1 		$34K Buy
1,071
+946
+757% +$29.3K ﹤0.01% 2999
2016
Q4 		$4K Buy
+125
New +$3.52K ﹤0.01% 4035
2016
Q3 		– Sell
-80
Closed -$2K – 4591
2016
Q2 		$2K Buy
+80
New +$2K ﹤0.01% 4119

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Advisor Group's ROBO Position: Q4 2019 in Review

Advisor Group reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 8.9% in Q4 2019, selling an estimated $68.8K and leaving 17,377 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #1409.

Advisor Group first reported a position in ROBO in Q2 2016 and has held it in 14 quarters since. The position peaked at $1.6M in Q1 2018. 182 funds tracked by Wall St. Rank hold ROBO as of Q4 2019.

  • Advisor Group held 17,377 shares of ROBO Global Robotics & Automation Index ETF worth $731K as of Q4 2019.
  • Advisor Group sold 1,707 ROBO Global Robotics & Automation Index ETF shares in Q4 2019, an estimated $68.8K.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1409 holding.
  • Advisor Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2016 and has held it in 14 quarters since.
  • Advisor Group's ROBO Global Robotics & Automation Index ETF position peaked at $1.6M in Q1 2018.
  • 182 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.