McAdam LLC’s iRobot IRBT Stock Holding History

McAdam LLC’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
2018 Q3	–	Sell	-200	Closed	-$15K	–	700
2018 Q2	$15K	Hold	200	–	–	0.01%	285
2018 Q1	$13K	Buy	+200	New	+$15.1K	0.01%	302

Other funds holding IRBT

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

McAdam LLC's IRBT Position: Q3 2018 in Review

McAdam LLC sold out of iRobot (IRBT) in Q3 2018, closing a stake of 200 shares — an estimated $15K sold.

McAdam LLC first reported a position in IRBT in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2018. 253 funds tracked by Wall St. Rank hold IRBT as of Q3 2018.

McAdam LLC reported no remaining iRobot position as of Q3 2018 after selling out during the quarter.
McAdam LLC sold 200 iRobot shares in Q3 2018, an estimated $15K.
McAdam LLC first reported a position in iRobot in Q1 2018 and held it in 2 quarters.
McAdam LLC's iRobot position peaked at $15K in Q2 2018.
253 funds tracked by Wall St. Rank held iRobot as of Q3 2018.

Based on McAdam LLC's 13F filing for Q3 2018, filed 10 Oct 2018.