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JNBA Financial Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

JNBA Financial 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
2019
Q4 		– Sell
-112
Closed -$4K – 623
2019
Q3 		$4K Buy
+112
New +$4.23K ﹤0.01% 494

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

JNBA Financial Advisors's ROBO Position: Q4 2019 in Review

JNBA Financial Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2019, closing a stake of 112 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in ROBO in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 182 funds tracked by Wall St. Rank hold ROBO as of Q4 2019.

  • JNBA Financial Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 112 ROBO Global Robotics & Automation Index ETF shares in Q4 2019, an estimated $4K.
  • JNBA Financial Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2019 and held it in 1 quarter.
  • JNBA Financial Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $4K in Q3 2019.
  • 182 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2019.

Based on JNBA Financial Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.