Gruss & Co’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Gruss & Co’s Portfolio BOTZ Stock Details BOTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-22,500	Closed	-$377K	–	40
2018 Q4	$377K	Sell	22,500 -47,500	-68%	-$922K	0.48%	27
2018 Q3	$1.6M	Hold	70,000	–	–	1.58%	19
2018 Q2	$1.54M	Sell	70,000 -30,000	-30%	-$701K	1.57%	18
2018 Q1	$2.42M	Hold	100,000	–	–	2.45%	16
2017 Q4	$2.37M	Hold	100,000	–	–	2.32%	17
2017 Q3	$2.17M	Buy	+100,000	New	+$2.02M	2.46%	15

Other funds holding BOTZ

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Gruss & Co's BOTZ Position: Q1 2019 in Review

Gruss & Co sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2019, closing a stake of 22,500 shares — an estimated $377K sold.

Gruss & Co first reported a position in BOTZ in Q3 2017 and held it in 6 quarters. The position peaked at $2.42M in Q1 2018. 166 funds tracked by Wall St. Rank hold BOTZ as of Q1 2019.

Gruss & Co reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2019 after selling out during the quarter.
Gruss & Co sold 22,500 Global X Robotics & Artificial Intelligence ETF shares in Q1 2019, an estimated $377K.
Gruss & Co first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2017 and held it in 6 quarters.
Gruss & Co's Global X Robotics & Artificial Intelligence ETF position peaked at $2.42M in Q1 2018.
166 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2019.

Based on Gruss & Co's 13F filing for Q1 2019, filed 10 May 2019.