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Kiley Juergens Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-280
Closed -$11K – 504
2018
Q3 		$11K Hold
280
– – 0.01% 459
2018
Q2 		$11K Buy
+280
New +$11.6K 0.01% 424
2018
Q1 		– Sell
-251
Closed -$10K – 487
2017
Q4 		$10K Buy
+251
New +$10.2K 0.01% 459

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
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Kiley Juergens Wealth Management's ROBO Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2018, closing a stake of 280 shares — an estimated $11K sold.

Kiley Juergens Wealth Management first reported a position in ROBO in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q3 2018. 161 funds tracked by Wall St. Rank hold ROBO as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 280 ROBO Global Robotics & Automation Index ETF shares in Q4 2018, an estimated $11K.
  • Kiley Juergens Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $11K in Q3 2018.
  • 161 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.