Lockheed Martin Investment Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Lockheed Martin Investment 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 Q3	–	Sell	-17,900	Closed	-$716K	–	82
2018 Q2	$716K	Sell	17,900 -21,600	-55%	-$894K	0.03%	69
2018 Q1	$1.65M	Buy	+39,500	New	+$1.71M	0.07%	76

Other funds holding ROBO

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lockheed Martin Investment Management's ROBO Position: Q3 2018 in Review

Lockheed Martin Investment Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2018, closing a stake of 17,900 shares — an estimated $716K sold.

Lockheed Martin Investment Management first reported a position in ROBO in Q1 2018 and held it in 2 quarters. The position peaked at $1.65M in Q1 2018. 180 funds tracked by Wall St. Rank hold ROBO as of Q3 2018.

Lockheed Martin Investment Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2018 after selling out during the quarter.
Lockheed Martin Investment Management sold 17,900 ROBO Global Robotics & Automation Index ETF shares in Q3 2018, an estimated $716K.
Lockheed Martin Investment Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and held it in 2 quarters.
Lockheed Martin Investment Management's ROBO Global Robotics & Automation Index ETF position peaked at $1.65M in Q1 2018.
180 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2018.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.