Signature Wealth Management Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Signature Wealth Management Group’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
2018 Q1	–	Sell	-356	Closed	-$15K	–	378
2017 Q4	$15K	Buy	+356	New	+$14.4K	0.01%	160

Other funds holding ROBO

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

LJAC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Signature Wealth Management Group's ROBO Position: Q1 2018 in Review

Signature Wealth Management Group sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2018, closing a stake of 356 shares — an estimated $15K sold.

Signature Wealth Management Group first reported a position in ROBO in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 188 funds tracked by Wall St. Rank hold ROBO as of Q1 2018.

Signature Wealth Management Group reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2018 after selling out during the quarter.
Signature Wealth Management Group sold 356 ROBO Global Robotics & Automation Index ETF shares in Q1 2018, an estimated $15K.
Signature Wealth Management Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 1 quarter.
Signature Wealth Management Group's ROBO Global Robotics & Automation Index ETF position peaked at $15K in Q4 2017.
188 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2018.

Based on Signature Wealth Management Group's 13F filing for Q1 2018, filed 12 Apr 2018.