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Avitas Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Avitas Wealth Management’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
Q4 		– Sell
-6,583
Closed -$275K – 178
2018
Q3 		$275K Buy
+6,583
New +$271K 0.08% 152

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avitas Wealth Management's ROBO Position: Q4 2018 in Review

Avitas Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2018, closing a stake of 6,583 shares — an estimated $275K sold.

Avitas Wealth Management first reported a position in ROBO in Q3 2018 and held it in 1 quarter. The position peaked at $275K in Q3 2018. 161 funds tracked by Wall St. Rank hold ROBO as of Q4 2018.

  • Avitas Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 6,583 ROBO Global Robotics & Automation Index ETF shares in Q4 2018, an estimated $275K.
  • Avitas Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2018 and held it in 1 quarter.
  • Avitas Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $275K in Q3 2018.
  • 161 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2018.

Based on Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.