River Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

River Wealth Advisors’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
2018 Q3	–	Sell	-76	Closed	-$3K	–	603
2018 Q2	$3K	Buy	+76	New	+$3.15K	﹤0.01%	528

Other funds holding ROBO

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

River Wealth Advisors's ROBO Position: Q3 2018 in Review

River Wealth Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2018, closing a stake of 76 shares — an estimated $3K sold.

River Wealth Advisors first reported a position in ROBO in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 180 funds tracked by Wall St. Rank hold ROBO as of Q3 2018.

River Wealth Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2018 after selling out during the quarter.
River Wealth Advisors sold 76 ROBO Global Robotics & Automation Index ETF shares in Q3 2018, an estimated $3K.
River Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2018 and held it in 1 quarter.
River Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $3K in Q2 2018.
180 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2018.

Based on River Wealth Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.