Golden State Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Golden State Wealth 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
2019 Q4	–	Sell	-1,005	Closed	-$39K	–	733
2019 Q3	$39K	Sell	1,005 -2,208	-69%	-$83.4K	0.01%	481
2019 Q2	$128K	Sell	3,213 -602	-16%	-$23.6K	0.04%	297
2019 Q1	$148K	Buy	+3,815	New	+$141K	0.05%	263

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

Golden State Wealth Management's ROBO Position: Q4 2019 in Review

Golden State Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2019, closing a stake of 1,005 shares — an estimated $39K sold.

Golden State Wealth Management first reported a position in ROBO in Q1 2019 and held it in 3 quarters. The position peaked at $148K in Q1 2019. 182 funds tracked by Wall St. Rank hold ROBO as of Q4 2019.

Golden State Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2019 after selling out during the quarter.
Golden State Wealth Management sold 1,005 ROBO Global Robotics & Automation Index ETF shares in Q4 2019, an estimated $39K.
Golden State Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $148K in Q1 2019.
182 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.