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Summit Trail Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Summit Trail Advisors’s Portfolio BOTZ Stock Details BOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,333
Closed -$51K – 304
2018
Q2 		$51K Buy
+2,333
New +$54.5K 0.02% 302
2018
Q1 		– Sell
-2,333
Closed -$63K – 588
2017
Q4 		$63K Buy
+2,333
New +$54.7K 0.01% 759

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Summit Trail Advisors's BOTZ Position: Q3 2018 in Review

Summit Trail Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2018, closing a stake of 2,333 shares — an estimated $51K sold.

Summit Trail Advisors first reported a position in BOTZ in Q4 2017 and held it in 2 quarters. The position peaked at $63K in Q4 2017. 168 funds tracked by Wall St. Rank hold BOTZ as of Q3 2018.

  • Summit Trail Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 2,333 Global X Robotics & Artificial Intelligence ETF shares in Q3 2018, an estimated $51K.
  • Summit Trail Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $63K in Q4 2017.
  • 168 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.