TIM
IRBT

Tortoise Investment Management’s iRobot IRBT Stock Holding History

Tortoise Investment Management’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
Q1 		– Sell
-100
Closed -$6K – 498
2016
Q4 		$6K Buy
+100
New +$5.22K ﹤0.01% 383

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tortoise Investment Management's IRBT Position: Q1 2017 in Review

Tortoise Investment Management sold out of iRobot (IRBT) in Q1 2017, closing a stake of 100 shares — an estimated $6K sold.

Tortoise Investment Management first reported a position in IRBT in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 229 funds tracked by Wall St. Rank hold IRBT as of Q1 2017.

  • Tortoise Investment Management reported no remaining iRobot position as of Q1 2017 after selling out during the quarter.
  • Tortoise Investment Management sold 100 iRobot shares in Q1 2017, an estimated $6K.
  • Tortoise Investment Management first reported a position in iRobot in Q4 2016 and held it in 1 quarter.
  • Tortoise Investment Management's iRobot position peaked at $6K in Q4 2016.
  • 229 funds tracked by Wall St. Rank held iRobot as of Q1 2017.

Based on Tortoise Investment Management's 13F filing for Q1 2017, filed 9 May 2017.