Apriem Advisors’s iRobot IRBT Stock Holding History

Apriem Advisors’s Portfolio IRBT Stock Details IRBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-316	Closed	-$24K	–	251
2018 Q2	$24K	Buy	+316	New	+$21K	0.01%	326

Other funds holding IRBT

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Apriem Advisors's IRBT Position: Q3 2018 in Review

Apriem Advisors sold out of iRobot (IRBT) in Q3 2018, closing a stake of 316 shares — an estimated $24K sold.

Apriem Advisors first reported a position in IRBT in Q2 2018 and held it in 1 quarter. The position peaked at $24K in Q2 2018. 253 funds tracked by Wall St. Rank hold IRBT as of Q3 2018.

Apriem Advisors reported no remaining iRobot position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 316 iRobot shares in Q3 2018, an estimated $24K.
Apriem Advisors first reported a position in iRobot in Q2 2018 and held it in 1 quarter.
Apriem Advisors's iRobot position peaked at $24K in Q2 2018.
253 funds tracked by Wall St. Rank held iRobot as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.