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HCR Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

HCR Wealth Advisors’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
2018
Q3 		– Sell
-10,650
Closed -$234K – 158
2018
Q2 		$234K Buy
10,650
+40
+0.4% +$935 0.08% 146
2018
Q1 		$257K Buy
+10,610
New +$267K 0.09% 142

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HCR Wealth Advisors's BOTZ Position: Q3 2018 in Review

HCR Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2018, closing a stake of 10,650 shares — an estimated $234K sold.

HCR Wealth Advisors first reported a position in BOTZ in Q1 2018 and held it in 2 quarters. The position peaked at $257K in Q1 2018. 168 funds tracked by Wall St. Rank hold BOTZ as of Q3 2018.

  • HCR Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2018 after selling out during the quarter.
  • HCR Wealth Advisors sold 10,650 Global X Robotics & Artificial Intelligence ETF shares in Q3 2018, an estimated $234K.
  • HCR Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and held it in 2 quarters.
  • HCR Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $257K in Q1 2018.
  • 168 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2018.

Based on HCR Wealth Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.