Sharkey, Howes & Javer’s iRobot IRBT Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-100	Closed	-$9K	–	109
2019 Q2	$9K	Hold	100	–	–	﹤0.01%	155
2019 Q1	$12K	Hold	100	–	–	0.01%	150
2018 Q4	$8K	Hold	100	–	–	0.01%	156
2018 Q3	$11K	Hold	100	–	–	0.01%	158
2018 Q2	$8K	Hold	100	–	–	﹤0.01%	161
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	158
2017 Q4	$8K	Hold	100	–	–	﹤0.01%	155
2017 Q3	$8K	Hold	100	–	–	﹤0.01%	152
2017 Q2	$8K	Hold	100	–	–	﹤0.01%	155
2017 Q1	$7K	Hold	100	–	–	﹤0.01%	170
2016 Q4	$6K	Hold	100	–	–	﹤0.01%	175
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	185
2016 Q2	$4K	Hold	100	–	–	﹤0.01%	192
2016 Q1	$4K	Hold	100	–	–	﹤0.01%	206
2015 Q4	$4K	Buy	+100	New	+$3.23K	﹤0.01%	203

Other funds holding IRBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sharkey, Howes & Javer's IRBT Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of iRobot (IRBT) in Q3 2019, closing a stake of 100 shares — an estimated $9K sold.

Sharkey, Howes & Javer first reported a position in IRBT in Q4 2015 and held it in 15 quarters. The position peaked at $12K in Q1 2019. 232 funds tracked by Wall St. Rank hold IRBT as of Q3 2019.

Sharkey, Howes & Javer reported no remaining iRobot position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 100 iRobot shares in Q3 2019, an estimated $9K.
Sharkey, Howes & Javer first reported a position in iRobot in Q4 2015 and held it in 15 quarters.
Sharkey, Howes & Javer's iRobot position peaked at $12K in Q1 2019.
232 funds tracked by Wall St. Rank held iRobot as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.