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Mosaic Family Wealth’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-250
Closed -$5K – 221
2019
Q1 		$5K Hold
250
– – ﹤0.01% 559
2018
Q4 		$4K Buy
250
+50
+25% +$971 ﹤0.01% 564
2018
Q3 		$4K Hold
200
– – ﹤0.01% 566
2018
Q2 		$4K Hold
200
– – ﹤0.01% 599
2018
Q1 		$5K Buy
+200
New +$5.03K ﹤0.01% 576

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Mosaic Family Wealth's BOTZ Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2019, closing a stake of 250 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in BOTZ in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q1 2019. 162 funds tracked by Wall St. Rank hold BOTZ as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 250 Global X Robotics & Artificial Intelligence ETF shares in Q2 2019, an estimated $5K.
  • Mosaic Family Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and held it in 5 quarters.
  • Mosaic Family Wealth's Global X Robotics & Artificial Intelligence ETF position peaked at $5K in Q1 2019.
  • 162 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.