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

Carroll Financial 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
2020
Q1 		– Sell
-1,350
Closed -$53.1K – 1636
2019
Q4 		$56K Buy
+1,350
New +$54.4K ﹤0.01% 624

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carroll Financial Associates's ROBO Position: Q1 2020 in Review

Carroll Financial Associates sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2020, closing a stake of 1,350 shares — an estimated $53.1K sold.

Carroll Financial Associates first reported a position in ROBO in Q4 2019 and held it in 1 quarter. The position peaked at $56K in Q4 2019. 152 funds tracked by Wall St. Rank hold ROBO as of Q1 2020.

  • Carroll Financial Associates reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 1,350 ROBO Global Robotics & Automation Index ETF shares in Q1 2020, an estimated $53.1K.
  • Carroll Financial Associates first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and held it in 1 quarter.
  • Carroll Financial Associates's ROBO Global Robotics & Automation Index ETF position peaked at $56K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.