Avantax Planning Partners’s iRobot IRBT Stock Holding History

Avantax Planning Partners’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 Q2	–	Sell	-50	Closed	-$3K	–	832
2018 Q1	$3K	Buy	+50	New	+$3.76K	﹤0.01%	1515

Other funds holding IRBT

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Planning Partners's IRBT Position: Q2 2018 in Review

Avantax Planning Partners sold out of iRobot (IRBT) in Q2 2018, closing a stake of 50 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in IRBT in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 233 funds tracked by Wall St. Rank hold IRBT as of Q2 2018.

Avantax Planning Partners reported no remaining iRobot position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 50 iRobot shares in Q2 2018, an estimated $3K.
Avantax Planning Partners first reported a position in iRobot in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's iRobot position peaked at $3K in Q1 2018.
233 funds tracked by Wall St. Rank held iRobot as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.