PAS
IRBT

Professional Advisory Services’s iRobot IRBT Stock Holding History

Professional Advisory Services’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
2013
Q4 		– Sell
-105,547
Closed -$3.97M – 48
2013
Q3 		$3.97M Sell
105,547
-4,918
-4% -$176K 1.12% 30
2013
Q2 		$4.39M Buy
+110,465
New +$3.45M 1.31% 31

Other funds holding IRBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Professional Advisory Services's IRBT Position: Q4 2013 in Review

Professional Advisory Services sold out of iRobot (IRBT) in Q4 2013, closing a stake of 105,547 shares — an estimated $3.97M sold.

Professional Advisory Services first reported a position in IRBT in Q2 2013 and held it in 2 quarters. The position peaked at $4.39M in Q2 2013. 164 funds tracked by Wall St. Rank hold IRBT as of Q4 2013.

  • Professional Advisory Services reported no remaining iRobot position as of Q4 2013 after selling out during the quarter.
  • Professional Advisory Services sold 105,547 iRobot shares in Q4 2013, an estimated $3.97M.
  • Professional Advisory Services first reported a position in iRobot in Q2 2013 and held it in 2 quarters.
  • Professional Advisory Services's iRobot position peaked at $4.39M in Q2 2013.
  • 164 funds tracked by Wall St. Rank held iRobot as of Q4 2013.

Based on Professional Advisory Services's 13F filing for Q4 2013, filed 10 Feb 2014.