Pacific Sun Financial’s iRobot IRBT Stock Holding History

Pacific Sun Financial’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
2018 Q1	–	Sell	-7,010	Closed	-$538K	–	157
2017 Q4	$538K	Buy	+7,010	New	+$505K	0.29%	76

Other funds holding IRBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacific Sun Financial's IRBT Position: Q1 2018 in Review

Pacific Sun Financial sold out of iRobot (IRBT) in Q1 2018, closing a stake of 7,010 shares — an estimated $538K sold.

Pacific Sun Financial first reported a position in IRBT in Q4 2017 and held it in 1 quarter. The position peaked at $538K in Q4 2017. 238 funds tracked by Wall St. Rank hold IRBT as of Q1 2018.

Pacific Sun Financial reported no remaining iRobot position as of Q1 2018 after selling out during the quarter.
Pacific Sun Financial sold 7,010 iRobot shares in Q1 2018, an estimated $538K.
Pacific Sun Financial first reported a position in iRobot in Q4 2017 and held it in 1 quarter.
Pacific Sun Financial's iRobot position peaked at $538K in Q4 2017.
238 funds tracked by Wall St. Rank held iRobot as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.