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Price Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Price Capital Management’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
2017
Q4 		– Sell
-64,738
Closed -$2.5M – 161
2017
Q3 		$2.5M Buy
+64,738
New +$2.36M 5.99% 8

Other funds holding ROBO

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Price Capital Management's ROBO Position: Q4 2017 in Review

Price Capital Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2017, closing a stake of 64,738 shares — an estimated $2.5M sold.

Price Capital Management first reported a position in ROBO in Q3 2017 and held it in 1 quarter. The position peaked at $2.5M in Q3 2017. 158 funds tracked by Wall St. Rank hold ROBO as of Q4 2017.

  • Price Capital Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2017 after selling out during the quarter.
  • Price Capital Management sold 64,738 ROBO Global Robotics & Automation Index ETF shares in Q4 2017, an estimated $2.5M.
  • Price Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and held it in 1 quarter.
  • Price Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $2.5M in Q3 2017.
  • 158 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2017.

Based on Price Capital Management's 13F filing for Q4 2017, filed 6 Feb 2018.