MWP
IRBT

MYCIO Wealth Partners’s iRobot IRBT Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-100
Closed -$4K – 433
2016
Q3 		$4K Hold
100
– – ﹤0.01% 688
2016
Q2 		$4K Hold
100
– – ﹤0.01% 710
2016
Q1 		$4K Hold
100
– – ﹤0.01% 623
2015
Q4 		$4K Buy
+100
New +$3.23K ﹤0.01% 623

Other funds holding IRBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MYCIO Wealth Partners's IRBT Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of iRobot (IRBT) in Q4 2016, closing a stake of 100 shares — an estimated $4K sold.

MYCIO Wealth Partners first reported a position in IRBT in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q3 2016. 233 funds tracked by Wall St. Rank hold IRBT as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining iRobot position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 100 iRobot shares in Q4 2016, an estimated $4K.
  • MYCIO Wealth Partners first reported a position in iRobot in Q4 2015 and held it in 4 quarters.
  • MYCIO Wealth Partners's iRobot position peaked at $4K in Q3 2016.
  • 233 funds tracked by Wall St. Rank held iRobot as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.