Financial Architects (New Jersey)’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Financial Architects (New Jersey)’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	-440	Closed	-$18K	–	1147
2019 Q2	$18K	Buy	440 +20	+5%	+$785	﹤0.01%	746
2019 Q1	$16K	Buy	420 +15	+4%	+$554	﹤0.01%	971
2018 Q4	$13K	Sell	405 -518	-56%	-$18.8K	﹤0.01%	933
2018 Q3	$39K	Buy	923 +10	+1%	+$412	0.01%	711
2018 Q2	$37K	Buy	913 +45	+5%	+$1.86K	0.01%	643
2018 Q1	$36K	Buy	868 +45	+5%	+$1.95K	0.01%	708
2017 Q4	$34K	Sell	823 -40	-5%	-$1.62K	0.01%	800
2017 Q3	$33K	Buy	863 +563	+188%	+$20.5K	0.01%	815
2017 Q2	$10K	Buy	300 +150	+100%	+$5.06K	﹤0.01%	1145
2017 Q1	$5K	Buy	+150	New	+$4.65K	﹤0.01%	1292

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 $71.6B AUM 21.08% 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

Financial Architects (New Jersey)'s ROBO Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2019, closing a stake of 440 shares — an estimated $18K sold.

Financial Architects (New Jersey) first reported a position in ROBO in Q1 2017 and held it in 10 quarters. The position peaked at $39K in Q3 2018. 152 funds tracked by Wall St. Rank hold ROBO as of Q3 2019.

Financial Architects (New Jersey) reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 440 ROBO Global Robotics & Automation Index ETF shares in Q3 2019, an estimated $18K.
Financial Architects (New Jersey) first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2017 and held it in 10 quarters.
Financial Architects (New Jersey)'s ROBO Global Robotics & Automation Index ETF position peaked at $39K in Q3 2018.
152 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.