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Alera Investment Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Alera Investment 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
2019
Q1 		– Sell
-50
Closed -$1.85K – 1310
2018
Q4 		$2K Buy
+50
New +$1.81K ﹤0.01% 787

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Alera Investment Advisors's ROBO Position: Q1 2019 in Review

Alera Investment Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2019, closing a stake of 50 shares — an estimated $1.85K sold.

Alera Investment Advisors first reported a position in ROBO in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 163 funds tracked by Wall St. Rank hold ROBO as of Q1 2019.

  • Alera Investment Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 50 ROBO Global Robotics & Automation Index ETF shares in Q1 2019, an estimated $1.85K.
  • Alera Investment Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $2K in Q4 2018.
  • 163 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.