ACS
IRBT

Archford Capital Strategies’s iRobot IRBT Stock Holding History

Archford Capital Strategies’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
2015
Q1 		– Sell
-29
Closed -$1K – 771
2014
Q4 		$1K Buy
+29
New +$995 ﹤0.01% 618

Other funds holding IRBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Archford Capital Strategies's IRBT Position: Q1 2015 in Review

Archford Capital Strategies sold out of iRobot (IRBT) in Q1 2015, closing a stake of 29 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in IRBT in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 163 funds tracked by Wall St. Rank hold IRBT as of Q1 2015.

  • Archford Capital Strategies reported no remaining iRobot position as of Q1 2015 after selling out during the quarter.
  • Archford Capital Strategies sold 29 iRobot shares in Q1 2015, an estimated $1K.
  • Archford Capital Strategies first reported a position in iRobot in Q4 2014 and held it in 1 quarter.
  • Archford Capital Strategies's iRobot position peaked at $1K in Q4 2014.
  • 163 funds tracked by Wall St. Rank held iRobot as of Q1 2015.

Based on Archford Capital Strategies's 13F filing for Q1 2015, filed 14 May 2015.