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Osborn Williams & Donohoe’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-2,450
Closed -$100K – 585
2019
Q1 		$100K Buy
+2,450
New +$90.5K 0.01% 413

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Osborn Williams & Donohoe's ROBO Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2019, closing a stake of 2,450 shares — an estimated $100K sold.

Osborn Williams & Donohoe first reported a position in ROBO in Q1 2019 and held it in 1 quarter. The position peaked at $100K in Q1 2019. 160 funds tracked by Wall St. Rank hold ROBO as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 2,450 ROBO Global Robotics & Automation Index ETF shares in Q2 2019, an estimated $100K.
  • Osborn Williams & Donohoe first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's ROBO Global Robotics & Automation Index ETF position peaked at $100K in Q1 2019.
  • 160 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.