IPC
IRBT

Independent Portfolio Consultants’s iRobot IRBT Stock Holding History

Independent Portfolio Consultants’s Portfolio IRBT Stock Details IRBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,800
Closed -$631K – 859
2016
Q4 		$631K Sell
10,800
-3,000
-22% -$157K 0.21% 177
2016
Q3 		$607K Sell
13,800
-255
-2% -$9.99K 0.19% 190
2016
Q2 		$493K Buy
+14,055
New +$516K 0.16% 219

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Portfolio Consultants's IRBT Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of iRobot (IRBT) in Q1 2017, closing a stake of 10,800 shares — an estimated $631K sold.

Independent Portfolio Consultants first reported a position in IRBT in Q2 2016 and held it in 3 quarters. The position peaked at $631K in Q4 2016. 229 funds tracked by Wall St. Rank hold IRBT as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining iRobot position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 10,800 iRobot shares in Q1 2017, an estimated $631K.
  • Independent Portfolio Consultants first reported a position in iRobot in Q2 2016 and held it in 3 quarters.
  • Independent Portfolio Consultants's iRobot position peaked at $631K in Q4 2016.
  • 229 funds tracked by Wall St. Rank held iRobot as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.