Baldwin Wealth Partners’s iRobot IRBT Stock Holding History

Baldwin Wealth 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
2017 Q4	–	Sell	-25	Closed	-$2K	–	486
2017 Q3	$2K	Buy	+25	New	+$2.29K	﹤0.01%	466

Other funds holding IRBT

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

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

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

Baldwin Wealth Partners's IRBT Position: Q4 2017 in Review

Baldwin Wealth Partners sold out of iRobot (IRBT) in Q4 2017, closing a stake of 25 shares — an estimated $2K sold.

Baldwin Wealth Partners first reported a position in IRBT in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 241 funds tracked by Wall St. Rank hold IRBT as of Q4 2017.

Baldwin Wealth Partners reported no remaining iRobot position as of Q4 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 25 iRobot shares in Q4 2017, an estimated $2K.
Baldwin Wealth Partners first reported a position in iRobot in Q3 2017 and held it in 1 quarter.
Baldwin Wealth Partners's iRobot position peaked at $2K in Q3 2017.
241 funds tracked by Wall St. Rank held iRobot as of Q4 2017.

Based on Baldwin Wealth Partners's 13F filing for Q4 2017, filed 24 Jan 2018.