Financial Engines Advisors
IRBT

Financial Engines Advisors’s iRobot IRBT Stock Holding History

Financial Engines Advisors’s Portfolio IRBT Stock Details IRBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-103
Closed -$11K – 144
2018
Q3 		$11K Sell
103
-4
-4% -$376 ﹤0.01% 91
2018
Q2 		$8K Buy
+107
New +$7.11K ﹤0.01% 98

Other funds holding IRBT

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Engines Advisors's IRBT Position: Q4 2018 in Review

Financial Engines Advisors sold out of iRobot (IRBT) in Q4 2018, closing a stake of 103 shares — an estimated $11K sold.

Financial Engines Advisors first reported a position in IRBT in Q2 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 254 funds tracked by Wall St. Rank hold IRBT as of Q4 2018.

  • Financial Engines Advisors reported no remaining iRobot position as of Q4 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 103 iRobot shares in Q4 2018, an estimated $11K.
  • Financial Engines Advisors first reported a position in iRobot in Q2 2018 and held it in 2 quarters.
  • Financial Engines Advisors's iRobot position peaked at $11K in Q3 2018.
  • 254 funds tracked by Wall St. Rank held iRobot as of Q4 2018.

Based on Financial Engines Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.