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Simon Quick Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Simon Quick 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
2018
Q2 		– Sell
-200
Closed -$8K – 370
2018
Q1 		$8K Buy
+200
New +$8.66K ﹤0.01% 245

Other funds holding ROBO

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simon Quick Advisors's ROBO Position: Q2 2018 in Review

Simon Quick Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2018, closing a stake of 200 shares — an estimated $8K sold.

Simon Quick Advisors first reported a position in ROBO in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 185 funds tracked by Wall St. Rank hold ROBO as of Q2 2018.

  • Simon Quick Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2018 after selling out during the quarter.
  • Simon Quick Advisors sold 200 ROBO Global Robotics & Automation Index ETF shares in Q2 2018, an estimated $8K.
  • Simon Quick Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and held it in 1 quarter.
  • Simon Quick Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $8K in Q1 2018.
  • 185 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2018.

Based on Simon Quick Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.