BRWA
IRBT

B. Riley Wealth Advisors’s iRobot IRBT Stock Holding History

B. Riley Wealth Advisors’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
2014
Q3 		– Sell
-250
Closed -$10.2K – 1258
2014
Q2 		$10.2K Buy
+250
New +$9.04K ﹤0.01% 1775

Other funds holding IRBT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

B. Riley Wealth Advisors's IRBT Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of iRobot (IRBT) in Q3 2014, closing a stake of 250 shares — an estimated $10.2K sold.

B. Riley Wealth Advisors first reported a position in IRBT in Q2 2014 and held it in 1 quarter. The position peaked at $10.2K in Q2 2014. 168 funds tracked by Wall St. Rank hold IRBT as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining iRobot position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 250 iRobot shares in Q3 2014, an estimated $10.2K.
  • B. Riley Wealth Advisors first reported a position in iRobot in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's iRobot position peaked at $10.2K in Q2 2014.
  • 168 funds tracked by Wall St. Rank held iRobot as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.