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Sequoia Financial Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Sequoia Financial 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
2016
Q2 		– Sell
-9,327
Closed -$230K – 266
2016
Q1 		$230K Buy
+9,327
New +$211K 0.07% 165

Other funds holding ROBO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sequoia Financial Advisors's ROBO Position: Q2 2016 in Review

Sequoia Financial Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2016, closing a stake of 9,327 shares — an estimated $230K sold.

Sequoia Financial Advisors first reported a position in ROBO in Q1 2016 and held it in 1 quarter. The position peaked at $230K in Q1 2016. 24 funds tracked by Wall St. Rank hold ROBO as of Q2 2016.

  • Sequoia Financial Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2016 after selling out during the quarter.
  • Sequoia Financial Advisors sold 9,327 ROBO Global Robotics & Automation Index ETF shares in Q2 2016, an estimated $230K.
  • Sequoia Financial Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2016 and held it in 1 quarter.
  • Sequoia Financial Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $230K in Q1 2016.
  • 24 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2016.

Based on Sequoia Financial Advisors's 13F filing for Q2 2016, filed 29 Jul 2016.