ACM
IRBT

Aviance Capital Management’s iRobot IRBT Stock Holding History

Aviance Capital Management’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
-7,199
Closed -$545K – 223
2018
Q2 		$545K Buy
+7,199
New +$478K 0.05% 129

Other funds holding IRBT

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aviance Capital Management's IRBT Position: Q3 2018 in Review

Aviance Capital Management sold out of iRobot (IRBT) in Q3 2018, closing a stake of 7,199 shares — an estimated $545K sold.

Aviance Capital Management first reported a position in IRBT in Q2 2018 and held it in 1 quarter. The position peaked at $545K in Q2 2018. 253 funds tracked by Wall St. Rank hold IRBT as of Q3 2018.

  • Aviance Capital Management reported no remaining iRobot position as of Q3 2018 after selling out during the quarter.
  • Aviance Capital Management sold 7,199 iRobot shares in Q3 2018, an estimated $545K.
  • Aviance Capital Management first reported a position in iRobot in Q2 2018 and held it in 1 quarter.
  • Aviance Capital Management's iRobot position peaked at $545K in Q2 2018.
  • 253 funds tracked by Wall St. Rank held iRobot as of Q3 2018.

Based on Aviance Capital Management's 13F filing for Q3 2018, filed 29 Oct 2018.