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Nelson Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Nelson Capital Management’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
-1,408
Closed -$59K – 271
2018
Q1 		$59K Hold
1,408
– – 0.02% 125
2017
Q4 		$58K Hold
1,408
– – 0.02% 127
2017
Q3 		$54K Buy
+1,408
New +$51.3K 0.02% 125

Other funds holding ROBO

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nelson Capital Management's ROBO Position: Q2 2018 in Review

Nelson Capital Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2018, closing a stake of 1,408 shares — an estimated $59K sold.

Nelson Capital Management first reported a position in ROBO in Q3 2017 and held it in 3 quarters. The position peaked at $59K in Q1 2018. 185 funds tracked by Wall St. Rank hold ROBO as of Q2 2018.

  • Nelson Capital Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2018 after selling out during the quarter.
  • Nelson Capital Management sold 1,408 ROBO Global Robotics & Automation Index ETF shares in Q2 2018, an estimated $59K.
  • Nelson Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and held it in 3 quarters.
  • Nelson Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $59K in Q1 2018.
  • 185 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2018.

Based on Nelson Capital Management's 13F filing for Q2 2018, filed 17 Jul 2018.