Sigma Planning Corp’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Sigma Planning Corp’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
2020 Q1	–	Sell	-10,567	Closed	-$444K	–	1069
2019 Q4	$444K	Sell	10,567 -4,498	-30%	-$181K	0.02%	638
2019 Q3	$578K	Sell	15,065 -1,893	-11%	-$71.5K	0.03%	533
2019 Q2	$677K	Sell	16,958 -2,069	-11%	-$81.2K	0.03%	457
2019 Q1	$737K	Sell	19,027 -10,767	-36%	-$398K	0.04%	391
2018 Q4	$970K	Sell	29,794 -1,346	-4%	-$48.8K	0.07%	270
2018 Q3	$1.3M	Sell	31,140 -10,563	-25%	-$435K	0.08%	249
2018 Q2	$1.67M	Sell	41,703 -1,053	-2%	-$43.6K	0.11%	197
2018 Q1	$1.79M	Buy	42,756 +34,231	+402%	+$1.48M	0.13%	178
2017 Q4	$352K	Buy	+8,525	New	+$346K	0.03%	540

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Sigma Planning Corp's ROBO Position: Q1 2020 in Review

Sigma Planning Corp sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2020, closing a stake of 10,567 shares — an estimated $444K sold.

Sigma Planning Corp first reported a position in ROBO in Q4 2017 and held it in 9 quarters. The position peaked at $1.79M in Q1 2018. 152 funds tracked by Wall St. Rank hold ROBO as of Q1 2020.

Sigma Planning Corp reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2020 after selling out during the quarter.
Sigma Planning Corp sold 10,567 ROBO Global Robotics & Automation Index ETF shares in Q1 2020, an estimated $444K.
Sigma Planning Corp first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 9 quarters.
Sigma Planning Corp's ROBO Global Robotics & Automation Index ETF position peaked at $1.79M in Q1 2018.
152 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2020.

Based on Sigma Planning Corp's 13F filing for Q1 2020, filed 1 May 2020.