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Flagship Harbor Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Flagship Harbor Advisors’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
2020
Q1 		– Sell
-163
Closed -$7K – 1947
2019
Q4 		$7K Hold
163
– – ﹤0.01% 1441
2019
Q3 		$6K Hold
163
– – ﹤0.01% 1444
2019
Q2 		$6K Hold
163
– – ﹤0.01% 1456
2019
Q1 		$6K Hold
163
– – ﹤0.01% 1452
2018
Q4 		$5K Hold
163
– – ﹤0.01% 1451
2018
Q3 		$7K Hold
163
– – ﹤0.01% 1594
2018
Q2 		$6K Buy
+163
New +$6.75K ﹤0.01% 1598

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Flagship Harbor Advisors's ROBO Position: Q1 2020 in Review

Flagship Harbor Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2020, closing a stake of 163 shares — an estimated $7K sold.

Flagship Harbor Advisors first reported a position in ROBO in Q2 2018 and held it in 7 quarters. The position peaked at $7K in Q4 2019. 152 funds tracked by Wall St. Rank hold ROBO as of Q1 2020.

  • Flagship Harbor Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 163 ROBO Global Robotics & Automation Index ETF shares in Q1 2020, an estimated $7K.
  • Flagship Harbor Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2018 and held it in 7 quarters.
  • Flagship Harbor Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $7K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2020.

Based on Flagship Harbor Advisors's 13F filing for Q1 2020, filed 12 May 2020.