Optimum Investment Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Optimum Investment 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
2020 Q1	–	Sell	-100	Closed	-$4K	–	935
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	865
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	907
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	867
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	918
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	891
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	942
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	956
2018 Q1	$4K	Buy	+100	New	+$4.33K	﹤0.01%	922

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Optimum Investment Advisors's ROBO Position: Q1 2020 in Review

Optimum Investment Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2020, closing a stake of 100 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in ROBO in Q1 2018 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 152 funds tracked by Wall St. Rank hold ROBO as of Q1 2020.

Optimum Investment Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2020 after selling out during the quarter.
Optimum Investment Advisors sold 100 ROBO Global Robotics & Automation Index ETF shares in Q1 2020, an estimated $4K.
Optimum Investment Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and held it in 8 quarters.
Optimum Investment Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $4K in Q4 2019.
152 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.