BTW
IRBT

Boston Trust Walden’s iRobot IRBT Stock Holding History

Boston Trust Walden’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
Q1 		– Sell
-417,549
Closed -$14.5M – 324
2013
Q4 		$14.5M Sell
417,549
-46,854
-10% -$1.6M 0.21% 159
2013
Q3 		$17.5M Sell
464,403
-366,380
-44% -$13.1M 0.27% 149
2013
Q2 		$33M Buy
+830,783
New +$26M 0.53% 81

Other funds holding IRBT

Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Trust Walden's IRBT Position: Q1 2014 in Review

Boston Trust Walden sold out of iRobot (IRBT) in Q1 2014, closing a stake of 417,549 shares — an estimated $14.5M sold.

Boston Trust Walden first reported a position in IRBT in Q2 2013 and held it in 3 quarters. The position peaked at $33M in Q2 2013. 190 funds tracked by Wall St. Rank hold IRBT as of Q1 2014.

  • Boston Trust Walden reported no remaining iRobot position as of Q1 2014 after selling out during the quarter.
  • Boston Trust Walden sold 417,549 iRobot shares in Q1 2014, an estimated $14.5M.
  • Boston Trust Walden first reported a position in iRobot in Q2 2013 and held it in 3 quarters.
  • Boston Trust Walden's iRobot position peaked at $33M in Q2 2013.
  • 190 funds tracked by Wall St. Rank held iRobot as of Q1 2014.

Based on Boston Trust Walden's 13F filing for Q1 2014, filed 11 Apr 2014.