New England Guild Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

New England Guild Wealth Advisors’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 Q4	–	Sell	-12,054	Closed	-$504K	–	53
2018 Q3	$504K	Buy	12,054 +1,750	+17%	+$72K	0.46%	29
2018 Q2	$412K	Buy	10,304 +2,000	+24%	+$82.8K	0.38%	29
2018 Q1	$347K	Buy	8,304 +1	+0%	+$43	0.33%	37
2017 Q4	$343K	Buy	+8,303	New	+$337K	0.33%	38

Other funds holding ROBO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

New England Guild Wealth Advisors's ROBO Position: Q4 2018 in Review

New England Guild Wealth Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2018, closing a stake of 12,054 shares — an estimated $504K sold.

New England Guild Wealth Advisors first reported a position in ROBO in Q4 2017 and held it in 4 quarters. The position peaked at $504K in Q3 2018. 161 funds tracked by Wall St. Rank hold ROBO as of Q4 2018.

New England Guild Wealth Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2018 after selling out during the quarter.
New England Guild Wealth Advisors sold 12,054 ROBO Global Robotics & Automation Index ETF shares in Q4 2018, an estimated $504K.
New England Guild Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 4 quarters.
New England Guild Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $504K in Q3 2018.
161 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2018.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2018, filed 20 Aug 2019.