Mosaic Family Wealth’s iRobot IRBT Stock Holding History

Mosaic Family Wealth’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 Q1	–	Sell	-51	Closed	-$3K	–	735
2016 Q4	$3K	Buy	+51	New	+$2.66K	﹤0.01%	630

Other funds holding IRBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Mosaic Family Wealth's IRBT Position: Q1 2017 in Review

Mosaic Family Wealth sold out of iRobot (IRBT) in Q1 2017, closing a stake of 51 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in IRBT in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 229 funds tracked by Wall St. Rank hold IRBT as of Q1 2017.

Mosaic Family Wealth reported no remaining iRobot position as of Q1 2017 after selling out during the quarter.
Mosaic Family Wealth sold 51 iRobot shares in Q1 2017, an estimated $3K.
Mosaic Family Wealth first reported a position in iRobot in Q4 2016 and held it in 1 quarter.
Mosaic Family Wealth's iRobot position peaked at $3K in Q4 2016.
229 funds tracked by Wall St. Rank held iRobot as of Q1 2017.

Based on Mosaic Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.