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Genovese Burford & Brothers Wealth & Retirement Plan Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-100
Closed -$4K – 306
2018
Q2 		$4K Hold
100
– – ﹤0.01% 379
2018
Q1 		$4K Hold
100
– – ﹤0.01% 384
2017
Q4 		$5K Buy
+100
New +$4.05K 0.01% 210

Other funds holding ROBO

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's ROBO Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2018, closing a stake of 100 shares — an estimated $4K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in ROBO in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2017. 180 funds tracked by Wall St. Rank hold ROBO as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 100 ROBO Global Robotics & Automation Index ETF shares in Q3 2018, an estimated $4K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's ROBO Global Robotics & Automation Index ETF position peaked at $5K in Q4 2017.
  • 180 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.