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Trutina Financial’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Trutina Financial’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
2014
Q2 		– Sell
-500
Closed -$14K – 202
2014
Q1 		$14K Buy
+500
New +$13.5K 0.01% 210

Other funds holding ROBO

VP
Value Partners Hong Kong $158M AUM 21.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Trutina Financial's ROBO Position: Q2 2014 in Review

Trutina Financial sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2014, closing a stake of 500 shares — an estimated $14K sold.

Trutina Financial first reported a position in ROBO in Q1 2014 and held it in 1 quarter. The position peaked at $14K in Q1 2014. 20 funds tracked by Wall St. Rank hold ROBO as of Q2 2014.

  • Trutina Financial reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 500 ROBO Global Robotics & Automation Index ETF shares in Q2 2014, an estimated $14K.
  • Trutina Financial first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2014 and held it in 1 quarter.
  • Trutina Financial's ROBO Global Robotics & Automation Index ETF position peaked at $14K in Q1 2014.
  • 20 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.