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LifePlan Financial Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

LifePlan Financial Group’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
2020
Q1 		– Sell
-19
Closed -$1K – 573
2019
Q4 		$1K Buy
+19
New +$766 ﹤0.01% 540

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Wells Fargo
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GG
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LifePlan Financial Group's ROBO Position: Q1 2020 in Review

LifePlan Financial Group sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2020, closing a stake of 19 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in ROBO in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 152 funds tracked by Wall St. Rank hold ROBO as of Q1 2020.

  • LifePlan Financial Group reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2020 after selling out during the quarter.
  • LifePlan Financial Group sold 19 ROBO Global Robotics & Automation Index ETF shares in Q1 2020, an estimated $1K.
  • LifePlan Financial Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and held it in 1 quarter.
  • LifePlan Financial Group's ROBO Global Robotics & Automation Index ETF position peaked at $1K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2020.

Based on LifePlan Financial Group's 13F filing for Q1 2020, filed 6 Apr 2020.