Andesa Financial Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Andesa Financial Management’s Portfolio BOTZ Stock Details BOTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-14,900	Closed	-$341K	–	99
2018 Q3	$341K	Sell	14,900 -36,541	-71%	-$816K	0.52%	51
2018 Q2	$1.13M	Sell	51,441 -8,776	-15%	-$205K	1.83%	23
2018 Q1	$1.46M	Buy	60,217 +5,542	+10%	+$139K	2.41%	14
2017 Q4	$1.29M	Buy	+54,675	New	+$1.28M	1.91%	20

Other funds holding BOTZ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Andesa Financial Management's BOTZ Position: Q4 2018 in Review

Andesa Financial Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2018, closing a stake of 14,900 shares — an estimated $341K sold.

Andesa Financial Management first reported a position in BOTZ in Q4 2017 and held it in 4 quarters. The position peaked at $1.46M in Q1 2018. 158 funds tracked by Wall St. Rank hold BOTZ as of Q4 2018.

Andesa Financial Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2018 after selling out during the quarter.
Andesa Financial Management sold 14,900 Global X Robotics & Artificial Intelligence ETF shares in Q4 2018, an estimated $341K.
Andesa Financial Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and held it in 4 quarters.
Andesa Financial Management's Global X Robotics & Artificial Intelligence ETF position peaked at $1.46M in Q1 2018.
158 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2018.

Based on Andesa Financial Management's 13F filing for Q4 2018, filed 24 Jan 2019.