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

Apriem 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
-559
Closed -$22K – 323
2018
Q2 		$22K Buy
+559
New +$23.1K ﹤0.01% 340
2014
Q1 		– Sell
-39
Closed -$1K – 516
2013
Q4 		$1K Buy
+39
New +$1K ﹤0.01% 487

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

Apriem Advisors's ROBO Position: Q3 2018 in Review

Apriem Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2018, closing a stake of 559 shares — an estimated $22K sold.

Apriem Advisors first reported a position in ROBO in Q4 2013 and held it in 2 quarters. The position peaked at $22K in Q2 2018. 180 funds tracked by Wall St. Rank hold ROBO as of Q3 2018.

  • Apriem Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 559 ROBO Global Robotics & Automation Index ETF shares in Q3 2018, an estimated $22K.
  • Apriem Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2013 and held it in 2 quarters.
  • Apriem Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $22K in Q2 2018.
  • 180 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2018.

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