Essex Savings Bank’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-1,673	Closed	-$67K	–	505
2019 Q2	$67K	Buy	1,673 +774	+86%	+$30.4K	0.02%	408
2019 Q1	$35K	Hold	899	–	–	0.02%	339
2018 Q4	$29K	Buy	+899	New	+$32.6K	0.02%	354

Other funds holding ROBO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Essex Savings Bank's ROBO Position: Q3 2019 in Review

Essex Savings Bank sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2019, closing a stake of 1,673 shares — an estimated $67K sold.

Essex Savings Bank first reported a position in ROBO in Q4 2018 and held it in 3 quarters. The position peaked at $67K in Q2 2019. 152 funds tracked by Wall St. Rank hold ROBO as of Q3 2019.

Essex Savings Bank reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 1,673 ROBO Global Robotics & Automation Index ETF shares in Q3 2019, an estimated $67K.
Essex Savings Bank first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's ROBO Global Robotics & Automation Index ETF position peaked at $67K in Q2 2019.
152 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.