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JFS Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

JFS Wealth Advisors’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
2015
Q3 		– Sell
-100
Closed -$3K – 551
2015
Q2 		$3K Buy
+100
New +$2.68K ﹤0.01% 447

Other funds holding ROBO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JFS Wealth Advisors's ROBO Position: Q3 2015 in Review

JFS Wealth Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2015, closing a stake of 100 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in ROBO in Q2 2015 and held it in 1 quarter. The position peaked at $3K in Q2 2015. 29 funds tracked by Wall St. Rank hold ROBO as of Q3 2015.

  • JFS Wealth Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 100 ROBO Global Robotics & Automation Index ETF shares in Q3 2015, an estimated $3K.
  • JFS Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2015 and held it in 1 quarter.
  • JFS Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $3K in Q2 2015.
  • 29 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.