BFIC
IRBT

Bedell Frazier Investment Counselling’s iRobot IRBT Stock Holding History

Bedell Frazier Investment Counselling’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
Q4 		– Sell
-65,749
Closed -$2M – 58
2014
Q3 		$2M Sell
65,749
-68,221
-51% -$2.34M 0.94% 35
2014
Q2 		$5.49M Buy
133,970
+2,375
+2% +$85.8K 2.78% 14
2014
Q1 		$5.4M Buy
+131,595
New +$5.27M 3.03% 8

Other funds holding IRBT

Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bedell Frazier Investment Counselling's IRBT Position: Q4 2014 in Review

Bedell Frazier Investment Counselling sold out of iRobot (IRBT) in Q4 2014, closing a stake of 65,749 shares — an estimated $2M sold.

Bedell Frazier Investment Counselling first reported a position in IRBT in Q1 2014 and held it in 3 quarters. The position peaked at $5.49M in Q2 2014. 183 funds tracked by Wall St. Rank hold IRBT as of Q4 2014.

  • Bedell Frazier Investment Counselling reported no remaining iRobot position as of Q4 2014 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 65,749 iRobot shares in Q4 2014, an estimated $2M.
  • Bedell Frazier Investment Counselling first reported a position in iRobot in Q1 2014 and held it in 3 quarters.
  • Bedell Frazier Investment Counselling's iRobot position peaked at $5.49M in Q2 2014.
  • 183 funds tracked by Wall St. Rank held iRobot as of Q4 2014.

Based on Bedell Frazier Investment Counselling's 13F filing for Q4 2014, filed 13 Feb 2015.