Capital Analysts LLC’s iRobot IRBT Stock Holding History

Capital Analysts LLC’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
2019 Q1	–	Sell	-128	Closed	-$11K	–	670
2018 Q4	$11K	Hold	128	–	–	﹤0.01%	457
2018 Q3	$14K	Hold	128	–	–	﹤0.01%	416
2018 Q2	$10K	Buy	+128	New	+$8.5K	﹤0.01%	467

Other funds holding IRBT

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Analysts LLC's IRBT Position: Q1 2019 in Review

Capital Analysts LLC sold out of iRobot (IRBT) in Q1 2019, closing a stake of 128 shares — an estimated $11K sold.

Capital Analysts LLC first reported a position in IRBT in Q2 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 296 funds tracked by Wall St. Rank hold IRBT as of Q1 2019.

Capital Analysts LLC reported no remaining iRobot position as of Q1 2019 after selling out during the quarter.
Capital Analysts LLC sold 128 iRobot shares in Q1 2019, an estimated $11K.
Capital Analysts LLC first reported a position in iRobot in Q2 2018 and held it in 3 quarters.
Capital Analysts LLC's iRobot position peaked at $14K in Q3 2018.
296 funds tracked by Wall St. Rank held iRobot as of Q1 2019.

Based on Capital Analysts LLC's 13F filing for Q1 2019, filed 13 May 2019.