KJHP
IRBT

K.J. Harrison & Partners’s iRobot IRBT Stock Holding History

K.J. Harrison & Partners’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
2014
Q2 		– Sell
-19,800
Closed -$809K – 160
2014
Q1 		$809K Sell
19,800
-4,800
-20% -$192K 0.24% 96
2013
Q4 		$910K Buy
24,600
+4,000
+19% +$136K 0.27% 86
2013
Q3 		$775K Sell
20,600
-8,600
-29% -$308K 0.28% 83
2013
Q2 		$1.16M Buy
+29,200
New +$912K 0.47% 62

Other funds holding IRBT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

K.J. Harrison & Partners's IRBT Position: Q2 2014 in Review

K.J. Harrison & Partners sold out of iRobot (IRBT) in Q2 2014, closing a stake of 19,800 shares — an estimated $809K sold.

K.J. Harrison & Partners first reported a position in IRBT in Q2 2013 and held it in 4 quarters. The position peaked at $1.16M in Q2 2013. 181 funds tracked by Wall St. Rank hold IRBT as of Q2 2014.

  • K.J. Harrison & Partners reported no remaining iRobot position as of Q2 2014 after selling out during the quarter.
  • K.J. Harrison & Partners sold 19,800 iRobot shares in Q2 2014, an estimated $809K.
  • K.J. Harrison & Partners first reported a position in iRobot in Q2 2013 and held it in 4 quarters.
  • K.J. Harrison & Partners's iRobot position peaked at $1.16M in Q2 2013.
  • 181 funds tracked by Wall St. Rank held iRobot as of Q2 2014.

Based on K.J. Harrison & Partners's 13F filing for Q2 2014, filed 17 Jul 2014.