Fortis Advisors’s iRobot IRBT Stock Holding History

Fortis 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	-1,538	Closed	-$169K	–	314
2018 Q3	$169K	Buy	+1,538	New	+$145K	0.09%	91

Other funds holding IRBT

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fortis Advisors's IRBT Position: Q4 2018 in Review

Fortis Advisors sold out of iRobot (IRBT) in Q4 2018, closing a stake of 1,538 shares — an estimated $169K sold.

Fortis Advisors first reported a position in IRBT in Q3 2018 and held it in 1 quarter. The position peaked at $169K in Q3 2018. 254 funds tracked by Wall St. Rank hold IRBT as of Q4 2018.

Fortis Advisors reported no remaining iRobot position as of Q4 2018 after selling out during the quarter.
Fortis Advisors sold 1,538 iRobot shares in Q4 2018, an estimated $169K.
Fortis Advisors first reported a position in iRobot in Q3 2018 and held it in 1 quarter.
Fortis Advisors's iRobot position peaked at $169K in Q3 2018.
254 funds tracked by Wall St. Rank held iRobot as of Q4 2018.

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