Ruggie Capital Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Ruggie Capital Group’s Portfolio BOTZ Stock Details BOTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,567	Closed	-$34K	–	42
2019 Q4	$34K	Sell	1,567 -12,103	-89%	-$256K	1.99%	22
2019 Q3	$274K	Buy	13,670 +12,103	+772%	+$237K	0.36%	62
2019 Q2	$31K	Sell	1,567 -34,414	-96%	-$704K	0.05%	88
2019 Q1	$722K	Sell	35,981 -14,827	-29%	-$280K	0.85%	33
2018 Q4	$851K	Buy	50,808 +16,063	+46%	+$312K	0.38%	68
2018 Q3	$795K	Sell	34,745 -5,999	-15%	-$134K	0.53%	45
2018 Q2	$897K	Buy	40,744 +36,560	+874%	+$854K	0.45%	42
2018 Q1	$101K	Hold	4,184	–	–	0.05%	110
2017 Q4	$99K	Buy	+4,184	New	+$98.1K	0.06%	104

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ruggie Capital Group's BOTZ Position: Q1 2020 in Review

Ruggie Capital Group sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2020, closing a stake of 1,567 shares — an estimated $34K sold.

Ruggie Capital Group first reported a position in BOTZ in Q4 2017 and held it in 9 quarters. The position peaked at $897K in Q2 2018. 167 funds tracked by Wall St. Rank hold BOTZ as of Q1 2020.

Ruggie Capital Group reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2020 after selling out during the quarter.
Ruggie Capital Group sold 1,567 Global X Robotics & Artificial Intelligence ETF shares in Q1 2020, an estimated $34K.
Ruggie Capital Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and held it in 9 quarters.
Ruggie Capital Group's Global X Robotics & Artificial Intelligence ETF position peaked at $897K in Q2 2018.
167 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2020.

Based on Ruggie Capital Group's 13F filing for Q1 2020, filed 6 Apr 2020.