Emerson Wealth’s Roku ROKU Stock Holding History

Emerson Wealth’s Portfolio ROKU Stock Details ROKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-5,000	Closed	-$323K	–	31
2019 Q1	$323K	Buy	+5,000	New	+$267K	0.25%	18

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Emerson Wealth's ROKU Position: Q2 2019 in Review

Emerson Wealth sold out of Roku (ROKU) in Q2 2019, closing a stake of 5,000 shares — an estimated $323K sold.

Emerson Wealth first reported a position in ROKU in Q1 2019 and held it in 1 quarter. The position peaked at $323K in Q1 2019. 342 funds tracked by Wall St. Rank hold ROKU as of Q2 2019.

Emerson Wealth reported no remaining Roku position as of Q2 2019 after selling out during the quarter.
Emerson Wealth sold 5,000 Roku shares in Q2 2019, an estimated $323K.
Emerson Wealth first reported a position in Roku in Q1 2019 and held it in 1 quarter.
Emerson Wealth's Roku position peaked at $323K in Q1 2019.
342 funds tracked by Wall St. Rank held Roku as of Q2 2019.

Based on Emerson Wealth's 13F filing for Q2 2019, filed 27 Sep 2019.