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Crosspoint Capital Strategies’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Crosspoint Capital Strategies’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
2017
Q3 		– Sell
-85
Closed -$3K – 159
2017
Q2 		$3K Buy
85
+6
+8% +$203 ﹤0.01% 125
2017
Q1 		$3K Hold
79
– – ﹤0.01% 94
2016
Q4 		$2K Buy
+79
New +$2.22K ﹤0.01% 111

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
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Crosspoint Capital Strategies's ROBO Position: Q3 2017 in Review

Crosspoint Capital Strategies sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2017, closing a stake of 85 shares — an estimated $3K sold.

Crosspoint Capital Strategies first reported a position in ROBO in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 110 funds tracked by Wall St. Rank hold ROBO as of Q3 2017.

  • Crosspoint Capital Strategies reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2017 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 85 ROBO Global Robotics & Automation Index ETF shares in Q3 2017, an estimated $3K.
  • Crosspoint Capital Strategies first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2016 and held it in 3 quarters.
  • Crosspoint Capital Strategies's ROBO Global Robotics & Automation Index ETF position peaked at $3K in Q2 2017.
  • 110 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2017.

Based on Crosspoint Capital Strategies's 13F filing for Q3 2017, filed 6 Nov 2017.