UCFA
IRBT

United Capital Financial Advisors’s iRobot IRBT Stock Holding History

United Capital Financial 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
2018
Q1 		– Sell
-12,047
Closed -$924K – 1331
2017
Q4 		$924K Sell
12,047
-3,144
-21% -$226K 0.01% 799
2017
Q3 		$1.17M Sell
15,191
-697
-4% -$63.8K 0.01% 733
2017
Q2 		$1.34M Buy
15,888
+4,143
+35% +$357K 0.01% 683
2017
Q1 		$777K Buy
11,745
+125
+1% +$7.39K 0.01% 812
2016
Q4 		$679K Sell
11,620
-1,459
-11% -$76.1K 0.01% 853
2016
Q3 		$575K Sell
13,079
-777
-6% -$30.5K 0.01% 920
2016
Q2 		$485K Sell
13,856
-749
-5% -$27.5K ﹤0.01% 929
2016
Q1 		$516K Sell
14,605
-1,420
-9% -$46.2K 0.01% 871
2015
Q4 		$567K Buy
16,025
+299
+2% +$9.67K 0.01% 854
2015
Q3 		$458K Buy
15,726
+2,558
+19% +$77.8K 0.01% 922
2015
Q2 		$420K Buy
+13,168
New +$432K ﹤0.01% 972

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

United Capital Financial Advisors's IRBT Position: Q1 2018 in Review

United Capital Financial Advisors sold out of iRobot (IRBT) in Q1 2018, closing a stake of 12,047 shares — an estimated $924K sold.

United Capital Financial Advisors first reported a position in IRBT in Q2 2015 and held it in 11 quarters. The position peaked at $1.34M in Q2 2017. 238 funds tracked by Wall St. Rank hold IRBT as of Q1 2018.

  • United Capital Financial Advisors reported no remaining iRobot position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,047 iRobot shares in Q1 2018, an estimated $924K.
  • United Capital Financial Advisors first reported a position in iRobot in Q2 2015 and held it in 11 quarters.
  • United Capital Financial Advisors's iRobot position peaked at $1.34M in Q2 2017.
  • 238 funds tracked by Wall St. Rank held iRobot as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.