Lazard Asset Management
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Lazard Asset Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Lazard Asset 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
2014
Q2 		– Sell
-466,800
Closed -$12.7M – 1051
2014
Q1 		$12.7M Buy
466,800
+303,140
+185% +$8.16M 0.03% 330
2013
Q4 		$4.47M Buy
+163,660
New +$4.22M 0.01% 524

Other funds holding ROBO

VP
Value Partners Hong Kong $158M AUM 21.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Lazard Asset Management's ROBO Position: Q2 2014 in Review

Lazard Asset Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2014, closing a stake of 466,800 shares — an estimated $12.7M sold.

Lazard Asset Management first reported a position in ROBO in Q4 2013 and held it in 2 quarters. The position peaked at $12.7M in Q1 2014. 20 funds tracked by Wall St. Rank hold ROBO as of Q2 2014.

  • Lazard Asset Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2014 after selling out during the quarter.
  • Lazard Asset Management sold 466,800 ROBO Global Robotics & Automation Index ETF shares in Q2 2014, an estimated $12.7M.
  • Lazard Asset Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2013 and held it in 2 quarters.
  • Lazard Asset Management's ROBO Global Robotics & Automation Index ETF position peaked at $12.7M in Q1 2014.
  • 20 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2014.

Based on Lazard Asset Management's 13F filing for Q2 2014, filed 12 Aug 2014.