PCA
IRBT

Personal Capital Advisors’s iRobot IRBT Stock Holding History

Personal Capital Advisors’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
2017
Q2 		– Sell
-9,957
Closed -$647K – 223
2017
Q1 		$647K Sell
9,957
-195,480
-95% -$11.6M 0.02% 156
2016
Q4 		$12M Sell
205,437
-36,691
-15% -$1.91M 0.36% 86
2016
Q3 		$10.6M Buy
242,128
+14,174
+6% +$556K 0.36% 84
2016
Q2 		$8M Buy
227,954
+19,623
+9% +$720K 0.31% 90
2016
Q1 		$7.35M Buy
208,331
+19,230
+10% +$626K 0.34% 85
2015
Q4 		$6.69M Buy
189,101
+19,336
+11% +$625K 0.37% 83
2015
Q3 		$4.95M Buy
169,765
+21,194
+14% +$645K 0.33% 85
2015
Q2 		$4.78M Buy
+148,571
New +$4.87M 0.33% 87

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Personal Capital Advisors's IRBT Position: Q2 2017 in Review

Personal Capital Advisors sold out of iRobot (IRBT) in Q2 2017, closing a stake of 9,957 shares — an estimated $647K sold.

Personal Capital Advisors first reported a position in IRBT in Q2 2015 and held it in 8 quarters. The position peaked at $12M in Q4 2016. 247 funds tracked by Wall St. Rank hold IRBT as of Q2 2017.

  • Personal Capital Advisors reported no remaining iRobot position as of Q2 2017 after selling out during the quarter.
  • Personal Capital Advisors sold 9,957 iRobot shares in Q2 2017, an estimated $647K.
  • Personal Capital Advisors first reported a position in iRobot in Q2 2015 and held it in 8 quarters.
  • Personal Capital Advisors's iRobot position peaked at $12M in Q4 2016.
  • 247 funds tracked by Wall St. Rank held iRobot as of Q2 2017.

Based on Personal Capital Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.