Cahill Financial Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Cahill Financial Advisors’s Portfolio BOTZ Stock Details BOTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,510	Closed	-$230K	–	149
2019 Q4	$230K	Sell	10,510 -500	-5%	-$10.6K	0.08%	148
2019 Q3	$221K	Buy	11,010 +210	+2%	+$4.1K	0.09%	148
2019 Q2	$225K	Buy	+10,800	New	+$221K	0.09%	146
2018 Q4	–	Sell	-10,708	Closed	-$245K	–	146
2018 Q3	$245K	Hold	10,708	–	–	0.11%	134
2018 Q2	$236K	Buy	+10,708	New	+$250K	0.11%	139

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cahill Financial Advisors's BOTZ Position: Q1 2020 in Review

Cahill Financial Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2020, closing a stake of 10,510 shares — an estimated $230K sold.

Cahill Financial Advisors first reported a position in BOTZ in Q2 2018 and held it in 5 quarters. The position peaked at $245K in Q3 2018. 167 funds tracked by Wall St. Rank hold BOTZ as of Q1 2020.

Cahill Financial Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2020 after selling out during the quarter.
Cahill Financial Advisors sold 10,510 Global X Robotics & Artificial Intelligence ETF shares in Q1 2020, an estimated $230K.
Cahill Financial Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2018 and held it in 5 quarters.
Cahill Financial Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $245K in Q3 2018.
167 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2020.

Based on Cahill Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.