Capstone Investment Advisors
IRBT

Capstone Investment Advisors’s iRobot IRBT Stock Holding History

Capstone Investment Advisors’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
2017
Q4 		– Sell
-3,500
Closed -$269K – 568
2017
Q3 		$269K Buy
+3,500
New +$320K 0.01% 417

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capstone Investment Advisors's IRBT Position: Q4 2017 in Review

Capstone Investment Advisors sold out of iRobot (IRBT) in Q4 2017, closing a stake of 3,500 shares — an estimated $269K sold.

Capstone Investment Advisors first reported a position in IRBT in Q3 2017 and held it in 1 quarter. The position peaked at $269K in Q3 2017. 241 funds tracked by Wall St. Rank hold IRBT as of Q4 2017.

  • Capstone Investment Advisors reported no remaining iRobot position as of Q4 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,500 iRobot shares in Q4 2017, an estimated $269K.
  • Capstone Investment Advisors first reported a position in iRobot in Q3 2017 and held it in 1 quarter.
  • Capstone Investment Advisors's iRobot position peaked at $269K in Q3 2017.
  • 241 funds tracked by Wall St. Rank held iRobot as of Q4 2017.

Based on Capstone Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.