Asset Dedication LLC’s iRobot IRBT Stock Holding History

Asset Dedication LLC’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
2019 Q1	–	Sell	-250	Closed	-$21K	–	631
2018 Q4	$21K	Buy	+250	New	+$22.7K	0.01%	348

Other funds holding IRBT

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Asset Dedication LLC's IRBT Position: Q1 2019 in Review

Asset Dedication LLC sold out of iRobot (IRBT) in Q1 2019, closing a stake of 250 shares — an estimated $21K sold.

Asset Dedication LLC first reported a position in IRBT in Q4 2018 and held it in 1 quarter. The position peaked at $21K in Q4 2018. 296 funds tracked by Wall St. Rank hold IRBT as of Q1 2019.

Asset Dedication LLC reported no remaining iRobot position as of Q1 2019 after selling out during the quarter.
Asset Dedication LLC sold 250 iRobot shares in Q1 2019, an estimated $21K.
Asset Dedication LLC first reported a position in iRobot in Q4 2018 and held it in 1 quarter.
Asset Dedication LLC's iRobot position peaked at $21K in Q4 2018.
296 funds tracked by Wall St. Rank held iRobot as of Q1 2019.

Based on Asset Dedication LLC's 13F filing for Q1 2019, filed 19 Apr 2019.