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Vantage Investment Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$26K Hold
611
– – 0.01% 378
2018
Q2 		$24K Hold
611
– – 0.01% 385
2018
Q1 		$26K Sell
611
-221
-27% -$9.57K 0.01% 381
2017
Q4 		$34K Hold
832
– – 0.01% 358
2017
Q3 		$32K Buy
+832
New +$30.3K 0.01% 354

Other funds holding ROBO

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vantage Investment Advisors's ROBO Position: Q3 2018 in Review

Vantage Investment Advisors held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q3 2018 at 611 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #378.

Vantage Investment Advisors first reported a position in ROBO in Q3 2017 and has held it in 5 quarters since. The position peaked at $34K in Q4 2017. 180 funds tracked by Wall St. Rank hold ROBO as of Q3 2018.

  • Vantage Investment Advisors held 611 shares of ROBO Global Robotics & Automation Index ETF worth $26K as of Q3 2018.
  • Vantage Investment Advisors left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q3 2018.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #378 holding.
  • Vantage Investment Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and has held it in 5 quarters since.
  • Vantage Investment Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $34K in Q4 2017.
  • 180 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.