CA
ROBO icon

Calton & Associates’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Calton & Associates’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-455
Closed -$20K – 1073
2017
Q4 		$20K Buy
+455
New +$18.4K 0.01% 885

Other funds holding ROBO

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Calton & Associates sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2018, closing a stake of 455 shares — an estimated $20K sold.

Calton & Associates first reported a position in ROBO in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 188 funds tracked by Wall St. Rank hold ROBO as of Q1 2018.

  • Calton & Associates reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 455 ROBO Global Robotics & Automation Index ETF shares in Q1 2018, an estimated $20K.
  • Calton & Associates first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's ROBO Global Robotics & Automation Index ETF position peaked at $20K in Q4 2017.
  • 188 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2018.

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