Cardan Capital Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Cardan Capital Partners’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
2020 Q1	–	Sell	-62,744	Closed	-$2.63M	–	218
2019 Q4	$2.63M	Buy	62,744 +4,226	+7%	+$170K	0.35%	76
2019 Q3	$2.24M	Buy	58,518 +9,758	+20%	+$368K	0.32%	73
2019 Q2	$1.95M	Buy	48,760 +5,618	+13%	+$220K	0.3%	81
2019 Q1	$1.67M	Buy	43,142 +14,319	+50%	+$529K	0.27%	83
2018 Q4	$938K	Buy	28,823 +2,916	+11%	+$106K	0.16%	93
2018 Q3	$1.08M	Buy	25,907 +1,265	+5%	+$52.1K	0.17%	92
2018 Q2	$986K	Buy	24,642 +2,460	+11%	+$102K	0.16%	90
2018 Q1	$928K	Buy	+22,182	New	+$961K	0.15%	89
2017 Q3	–	Sell	-14,712	Closed	-$504K	–	122
2017 Q2	$504K	Buy	14,712 +133	+0.9%	+$4.49K	0.1%	83
2017 Q1	$469K	Buy	14,579 +2,271	+18%	+$70.4K	0.1%	86
2016 Q4	$353K	Buy	12,308 +3,636	+42%	+$102K	0.08%	86
2016 Q3	$246K	Buy	+8,672	New	+$232K	0.05%	96

Other funds holding ROBO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cardan Capital Partners's ROBO Position: Q1 2020 in Review

Cardan Capital Partners sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2020, closing a stake of 62,744 shares — an estimated $2.63M sold.

Cardan Capital Partners first reported a position in ROBO in Q3 2016 and held it in 12 quarters. The position peaked at $2.63M in Q4 2019. 152 funds tracked by Wall St. Rank hold ROBO as of Q1 2020.

Cardan Capital Partners reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2020 after selling out during the quarter.
Cardan Capital Partners sold 62,744 ROBO Global Robotics & Automation Index ETF shares in Q1 2020, an estimated $2.63M.
Cardan Capital Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2016 and held it in 12 quarters.
Cardan Capital Partners's ROBO Global Robotics & Automation Index ETF position peaked at $2.63M in Q4 2019.
152 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2020.

Based on Cardan Capital Partners's 13F filing for Q1 2020, filed 11 May 2020.