Moneta Group Investment Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Moneta Group Investment Advisors’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 Q2	–	Sell	-390	Closed	-$16K	–	593
2018 Q1	$16K	Hold	390	–	–	﹤0.01%	423
2017 Q4	$16K	Buy	+390	New	+$15.8K	﹤0.01%	324
2015 Q4	–	Sell	-390	Closed	-$9K	–	350
2015 Q3	$9K	Buy	+390	New	+$9.4K	﹤0.01%	435

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

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

LJAC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moneta Group Investment Advisors's ROBO Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2018, closing a stake of 390 shares — an estimated $16K sold.

Moneta Group Investment Advisors first reported a position in ROBO in Q3 2015 and held it in 3 quarters. The position peaked at $16K in Q1 2018. 185 funds tracked by Wall St. Rank hold ROBO as of Q2 2018.

Moneta Group Investment Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2018 after selling out during the quarter.
Moneta Group Investment Advisors sold 390 ROBO Global Robotics & Automation Index ETF shares in Q2 2018, an estimated $16K.
Moneta Group Investment Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2015 and held it in 3 quarters.
Moneta Group Investment Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $16K in Q1 2018.
185 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.