Edelman Financial Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Edelman Financial Services’s Portfolio BOTZ Stock Details BOTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-150,601	Closed	-$3.45M	–	4
2018 Q3	$3.45M	Buy	150,601 +64	+0%	+$1.43K	0.03%	21
2018 Q2	$3.31M	Sell	150,537 -1,096	-0.7%	-$25.6K	0.03%	21
2018 Q1	$3.67M	Sell	151,633 -50,123	-25%	-$1.26M	0.04%	21
2017 Q4	$4.78M	Sell	201,756 -621	-0.3%	-$14.6K	0.05%	16
2017 Q3	$4.4M	Sell	202,377 -1,455	-0.7%	-$29.4K	0.05%	16
2017 Q2	$3.8M	Buy	+203,832	New	+$3.7M	0.04%	16

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Edelman Financial Services's BOTZ Position: Q4 2018 in Review

Edelman Financial Services sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2018, closing a stake of 150,601 shares — an estimated $3.45M sold.

Edelman Financial Services first reported a position in BOTZ in Q2 2017 and held it in 6 quarters. The position peaked at $4.78M in Q4 2017. 158 funds tracked by Wall St. Rank hold BOTZ as of Q4 2018.

Edelman Financial Services reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2018 after selling out during the quarter.
Edelman Financial Services sold 150,601 Global X Robotics & Artificial Intelligence ETF shares in Q4 2018, an estimated $3.45M.
Edelman Financial Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2017 and held it in 6 quarters.
Edelman Financial Services's Global X Robotics & Artificial Intelligence ETF position peaked at $4.78M in Q4 2017.
158 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.