RIA
IRBT

Regal Investment Advisors’s iRobot IRBT Stock Holding History

Regal Investment 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
2014
Q1 		– Sell
-20
Closed -$1K – 911
2013
Q4 		$1K Buy
+20
New +$682 ﹤0.01% 793

Other funds holding IRBT

Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Regal Investment Advisors's IRBT Position: Q1 2014 in Review

Regal Investment Advisors sold out of iRobot (IRBT) in Q1 2014, closing a stake of 20 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in IRBT in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 190 funds tracked by Wall St. Rank hold IRBT as of Q1 2014.

  • Regal Investment Advisors reported no remaining iRobot position as of Q1 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 20 iRobot shares in Q1 2014, an estimated $1K.
  • Regal Investment Advisors first reported a position in iRobot in Q4 2013 and held it in 1 quarter.
  • Regal Investment Advisors's iRobot position peaked at $1K in Q4 2013.
  • 190 funds tracked by Wall St. Rank held iRobot as of Q1 2014.

Based on Regal Investment Advisors's 13F filing for Q1 2014, filed 18 Apr 2014.