Sand Hill Global Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Sand Hill Global 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
2019 Q1	–	Sell	-820,373	Closed	-$26.7M	–	111
2018 Q4	$26.7M	Sell	820,373 -74,161	-8%	-$2.69M	2.87%	11
2018 Q3	$37.4M	Sell	894,534 -2,362	-0.3%	-$97.2K	3.57%	8
2018 Q2	$35.9M	Buy	896,896 +826,888	+1,181%	+$34.2M	3.54%	9
2018 Q1	$2.93M	Buy	+70,008	New	+$3.03M	2.83%	10

Other funds holding ROBO

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RTS

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LJAC

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

Sand Hill Global Advisors's ROBO Position: Q1 2019 in Review

Sand Hill Global Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2019, closing a stake of 820,373 shares — an estimated $26.7M sold.

Sand Hill Global Advisors first reported a position in ROBO in Q1 2018 and held it in 4 quarters. The position peaked at $37.4M in Q3 2018. 163 funds tracked by Wall St. Rank hold ROBO as of Q1 2019.

Sand Hill Global Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2019 after selling out during the quarter.
Sand Hill Global Advisors sold 820,373 ROBO Global Robotics & Automation Index ETF shares in Q1 2019, an estimated $26.7M.
Sand Hill Global Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and held it in 4 quarters.
Sand Hill Global Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $37.4M in Q3 2018.
163 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2019.

Based on Sand Hill Global Advisors's 13F filing for Q1 2019, filed 3 May 2019.