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Calton & Associates’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-1,490
Closed -$40K – 453
2017
Q4 		$40K Buy
+1,490
New +$35K 0.01% 737

Other funds holding BOTZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Calton & Associates's BOTZ Position: Q1 2018 in Review

Calton & Associates sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2018, closing a stake of 1,490 shares — an estimated $40K sold.

Calton & Associates first reported a position in BOTZ in Q4 2017 and held it in 1 quarter. The position peaked at $40K in Q4 2017. 156 funds tracked by Wall St. Rank hold BOTZ as of Q1 2018.

  • Calton & Associates reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,490 Global X Robotics & Artificial Intelligence ETF shares in Q1 2018, an estimated $40K.
  • Calton & Associates first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Global X Robotics & Artificial Intelligence ETF position peaked at $40K in Q4 2017.
  • 156 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.