GM Advisory Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

GM Advisory Group’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 Q4	–	Sell	-8,395	Closed	-$322K	–	119
2019 Q3	$322K	Hold	8,395	–	–	0.1%	73
2019 Q2	$335K	Hold	8,395	–	–	0.11%	75
2019 Q1	$325K	Buy	8,395 +500	+6%	+$18.5K	0.11%	75
2018 Q4	$257K	Buy	7,895 +500	+7%	+$18.1K	0.1%	82
2018 Q3	$309K	Hold	7,395	–	–	0.1%	82
2018 Q2	$296K	Buy	7,395 +645	+10%	+$26.7K	0.09%	87
2018 Q1	$282K	Buy	+6,750	New	+$292K	0.09%	94

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

GM Advisory Group's ROBO Position: Q4 2019 in Review

GM Advisory Group sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2019, closing a stake of 8,395 shares — an estimated $322K sold.

GM Advisory Group first reported a position in ROBO in Q1 2018 and held it in 7 quarters. The position peaked at $335K in Q2 2019. 182 funds tracked by Wall St. Rank hold ROBO as of Q4 2019.

GM Advisory Group reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2019 after selling out during the quarter.
GM Advisory Group sold 8,395 ROBO Global Robotics & Automation Index ETF shares in Q4 2019, an estimated $322K.
GM Advisory Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and held it in 7 quarters.
GM Advisory Group's ROBO Global Robotics & Automation Index ETF position peaked at $335K in Q2 2019.
182 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2019.

Based on GM Advisory Group's 13F filing for Q4 2019, filed 14 Feb 2020.