PG
ROBO icon

Patten Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Patten Group’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
Q1 		– Sell
-625
Closed -$20K – 449
2018
Q4 		$20K Buy
625
+300
+92% +$10.9K 0.01% 371
2018
Q3 		$14K Hold
325
– – 0.01% 473
2018
Q2 		$13K Buy
325
+300
+1,200% +$12.4K 0.01% 452
2018
Q1 		$1K Hold
25
– – ﹤0.01% 568
2017
Q4 		$1K Hold
25
– – ﹤0.01% 605
2017
Q3 		$1K Buy
+25
New +$910 ﹤0.01% 622

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Patten Group's ROBO Position: Q1 2019 in Review

Patten Group sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2019, closing a stake of 625 shares — an estimated $20K sold.

Patten Group first reported a position in ROBO in Q3 2017 and held it in 6 quarters. The position peaked at $20K in Q4 2018. 163 funds tracked by Wall St. Rank hold ROBO as of Q1 2019.

  • Patten Group reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 625 ROBO Global Robotics & Automation Index ETF shares in Q1 2019, an estimated $20K.
  • Patten Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and held it in 6 quarters.
  • Patten Group's ROBO Global Robotics & Automation Index ETF position peaked at $20K in Q4 2018.
  • 163 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.