GWM
ROBO icon

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

Gupta 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
2016
Q1 		$5K Hold
200
– – ﹤0.01% 978
2015
Q4 		$5K Hold
200
– – ﹤0.01% 1019
2015
Q3 		$4K Hold
200
– – ﹤0.01% 1067
2015
Q2 		$5K Hold
200
– – ﹤0.01% 1023
2015
Q1 		$5K Buy
+200
New +$5.15K ﹤0.01% 900

Other funds holding ROBO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Gupta Wealth Management's ROBO Position: Q1 2016 in Review

Gupta Wealth Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2016 at 200 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Gupta Wealth Management first reported a position in ROBO in Q1 2015 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold ROBO as of Q1 2016.

  • Gupta Wealth Management held 200 shares of ROBO Global Robotics & Automation Index ETF worth $5K as of Q1 2016.
  • Gupta Wealth Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2016.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #978 holding.
  • Gupta Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2015 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.