LWM
IRBT

Lyell Wealth Management’s iRobot IRBT Stock Holding History

Lyell Wealth Management’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
-4,000
Closed -$337K – 107
2017
Q2 		$337K Hold
4,000
– – 0.16% 87
2017
Q1 		$265K Hold
4,000
– – 0.14% 92
2016
Q4 		$234K Buy
+4,000
New +$209K 0.15% 88

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lyell Wealth Management's IRBT Position: Q3 2017 in Review

Lyell Wealth Management sold out of iRobot (IRBT) in Q3 2017, closing a stake of 4,000 shares — an estimated $337K sold.

Lyell Wealth Management first reported a position in IRBT in Q4 2016 and held it in 3 quarters. The position peaked at $337K in Q2 2017. 240 funds tracked by Wall St. Rank hold IRBT as of Q3 2017.

  • Lyell Wealth Management reported no remaining iRobot position as of Q3 2017 after selling out during the quarter.
  • Lyell Wealth Management sold 4,000 iRobot shares in Q3 2017, an estimated $337K.
  • Lyell Wealth Management first reported a position in iRobot in Q4 2016 and held it in 3 quarters.
  • Lyell Wealth Management's iRobot position peaked at $337K in Q2 2017.
  • 240 funds tracked by Wall St. Rank held iRobot as of Q3 2017.

Based on Lyell Wealth Management's 13F filing for Q3 2017, filed 26 Oct 2017.