Kovack Advisors’s iRobot IRBT Stock Holding History

Kovack Advisors’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 Q3	–	Sell	-3,615	Closed	-$304K	–	393
2017 Q2	$304K	Buy	+3,615	New	+$312K	0.1%	249

Other funds holding IRBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Kovack Advisors's IRBT Position: Q3 2017 in Review

Kovack Advisors sold out of iRobot (IRBT) in Q3 2017, closing a stake of 3,615 shares — an estimated $304K sold.

Kovack Advisors first reported a position in IRBT in Q2 2017 and held it in 1 quarter. The position peaked at $304K in Q2 2017. 240 funds tracked by Wall St. Rank hold IRBT as of Q3 2017.

Kovack Advisors reported no remaining iRobot position as of Q3 2017 after selling out during the quarter.
Kovack Advisors sold 3,615 iRobot shares in Q3 2017, an estimated $304K.
Kovack Advisors first reported a position in iRobot in Q2 2017 and held it in 1 quarter.
Kovack Advisors's iRobot position peaked at $304K in Q2 2017.
240 funds tracked by Wall St. Rank held iRobot as of Q3 2017.

Based on Kovack Advisors's 13F filing for Q3 2017, filed 2 Aug 2018.