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

Executive 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
2019
Q3 		– Sell
-100
Closed -$4K – 640
2019
Q2 		$4K Hold
100
– – ﹤0.01% 751
2019
Q1 		$4K Buy
+100
New +$3.69K ﹤0.01% 680

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
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

Executive Wealth Management's ROBO Position: Q3 2019 in Review

Executive Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2019, closing a stake of 100 shares — an estimated $4K sold.

Executive Wealth Management first reported a position in ROBO in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 152 funds tracked by Wall St. Rank hold ROBO as of Q3 2019.

  • Executive Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 100 ROBO Global Robotics & Automation Index ETF shares in Q3 2019, an estimated $4K.
  • Executive Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $4K in Q2 2019.
  • 152 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.