GC
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Gruss & Co’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Gruss & Co’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
Q1 		– Sell
-24,000
Closed -$781K – 42
2018
Q4 		$781K Sell
24,000
-46,000
-66% -$1.67M 1% 20
2018
Q3 		$2.93M Hold
70,000
– – 2.89% 16
2018
Q2 		$2.8M Hold
70,000
– – 2.85% 14
2018
Q1 		$2.93M Hold
70,000
– – 2.96% 14
2017
Q4 		$2.89M Hold
70,000
– – 2.83% 16
2017
Q3 		$2.71M Buy
+70,000
New +$2.55M 3.06% 13

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return