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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

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

Gruss & Co sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2019, closing a stake of 24,000 shares — an estimated $781K sold.

Gruss & Co first reported a position in ROBO in Q3 2017 and held it in 6 quarters. The position peaked at $2.93M in Q3 2018. 163 funds tracked by Wall St. Rank hold ROBO as of Q1 2019.

Gruss & Co reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2019 after selling out during the quarter.
Gruss & Co sold 24,000 ROBO Global Robotics & Automation Index ETF shares in Q1 2019, an estimated $781K.
Gruss & Co first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and held it in 6 quarters.
Gruss & Co's ROBO Global Robotics & Automation Index ETF position peaked at $2.93M in Q3 2018.
163 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2019.

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