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Montecito Bank & Trust’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Montecito Bank & Trust’s Portfolio BOTZ Stock Details BOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-21,897
Closed -$530K – 199
2018
Q1 		$530K Buy
+21,897
New +$551K 0.17% 105

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MIH
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NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Montecito Bank & Trust's BOTZ Position: Q2 2018 in Review

Montecito Bank & Trust sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2018, closing a stake of 21,897 shares — an estimated $530K sold.

Montecito Bank & Trust first reported a position in BOTZ in Q1 2018 and held it in 1 quarter. The position peaked at $530K in Q1 2018. 177 funds tracked by Wall St. Rank hold BOTZ as of Q2 2018.

  • Montecito Bank & Trust reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2018 after selling out during the quarter.
  • Montecito Bank & Trust sold 21,897 Global X Robotics & Artificial Intelligence ETF shares in Q2 2018, an estimated $530K.
  • Montecito Bank & Trust first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and held it in 1 quarter.
  • Montecito Bank & Trust's Global X Robotics & Artificial Intelligence ETF position peaked at $530K in Q1 2018.
  • 177 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2018.

Based on Montecito Bank & Trust's 13F filing for Q2 2018, filed 2 Aug 2018.