TA
IRBT

Tiedemann Advisors’s iRobot IRBT Stock Holding History

Tiedemann Advisors’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
2017
Q4 		– Sell
-9,325
Closed -$410K – 280
2017
Q3 		$410K Sell
9,325
-517
-5% -$47.3K 0.04% 243
2017
Q2 		$828K Buy
9,842
+200
+2% +$17.2K 0.06% 239
2017
Q1 		$637K Buy
9,642
+642
+7% +$38K 0.05% 237
2016
Q4 		$526K Buy
+9,000
New +$470K 0.05% 205

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Tiedemann Advisors's IRBT Position: Q4 2017 in Review

Tiedemann Advisors sold out of iRobot (IRBT) in Q4 2017, closing a stake of 9,325 shares — an estimated $410K sold.

Tiedemann Advisors first reported a position in IRBT in Q4 2016 and held it in 4 quarters. The position peaked at $828K in Q2 2017. 241 funds tracked by Wall St. Rank hold IRBT as of Q4 2017.

  • Tiedemann Advisors reported no remaining iRobot position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 9,325 iRobot shares in Q4 2017, an estimated $410K.
  • Tiedemann Advisors first reported a position in iRobot in Q4 2016 and held it in 4 quarters.
  • Tiedemann Advisors's iRobot position peaked at $828K in Q2 2017.
  • 241 funds tracked by Wall St. Rank held iRobot as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.