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Dynasty Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Dynasty Wealth Management’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
2018
Q1 		– Sell
-5,225
Closed -$216K – 90
2017
Q4 		$216K Buy
+5,225
New +$212K 0.37% 83

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dynasty Wealth Management's ROBO Position: Q1 2018 in Review

Dynasty Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2018, closing a stake of 5,225 shares — an estimated $216K sold.

Dynasty Wealth Management first reported a position in ROBO in Q4 2017 and held it in 1 quarter. The position peaked at $216K in Q4 2017. 188 funds tracked by Wall St. Rank hold ROBO as of Q1 2018.

  • Dynasty Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 5,225 ROBO Global Robotics & Automation Index ETF shares in Q1 2018, an estimated $216K.
  • Dynasty Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $216K in Q4 2017.
  • 188 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.