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 $5.7T AUM 30.48% 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 $11.4B AUM 27.91% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return