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Perennial Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Perennial Advisors’s Portfolio BOTZ Stock Details BOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-310
Closed -$5K – 95
2018
Q4 		$5K Hold
310
– – ﹤0.01% 179
2018
Q3 		$7K Hold
310
– – ﹤0.01% 177
2018
Q2 		$7K Hold
310
– – ﹤0.01% 174
2018
Q1 		$7K Hold
310
– – ﹤0.01% 171
2017
Q4 		$7K Buy
+310
New +$7.27K ﹤0.01% 181

Other funds holding BOTZ

MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Perennial Advisors's BOTZ Position: Q1 2019 in Review

Perennial Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2019, closing a stake of 310 shares — an estimated $5K sold.

Perennial Advisors first reported a position in BOTZ in Q4 2017 and held it in 5 quarters. The position peaked at $7K in Q3 2018. 166 funds tracked by Wall St. Rank hold BOTZ as of Q1 2019.

  • Perennial Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2019 after selling out during the quarter.
  • Perennial Advisors sold 310 Global X Robotics & Artificial Intelligence ETF shares in Q1 2019, an estimated $5K.
  • Perennial Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and held it in 5 quarters.
  • Perennial Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $7K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2019.

Based on Perennial Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.