WA
IRBT

WFG Advisors’s iRobot IRBT Stock Holding History

WFG 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
Q2 		$29K Hold
350
– – 0.01% 853
2017
Q1 		$23K Sell
350
-5,025
-93% -$297K 0.01% 851
2016
Q4 		$314K Buy
5,375
+75
+1% +$3.91K 0.08% 274
2016
Q3 		$233K Hold
5,300
– – 0.06% 326
2016
Q2 		$186K Hold
5,300
– – 0.05% 360
2016
Q1 		$187K Sell
5,300
-978
-16% -$31.8K 0.05% 315
2015
Q4 		$222K Hold
6,278
– – 0.07% 269
2015
Q3 		$183K Sell
6,278
-500
-7% -$15.2K 0.06% 311
2015
Q2 		$216K Hold
6,778
– – 0.06% 323
2015
Q1 		$221K Hold
6,778
– – 0.06% 326
2014
Q4 		$235K Sell
6,778
-50
-0.7% -$1.72K 0.05% 380
2014
Q3 		$208K Buy
6,828
+72
+1% +$2.47K 0.04% 437
2014
Q2 		$277K Buy
6,756
+788
+13% +$28.5K 0.05% 373
2014
Q1 		$245K Buy
5,968
+168
+3% +$6.73K 0.05% 391
2013
Q4 		$202K Buy
5,800
+550
+10% +$18.7K 0.03% 515
2013
Q3 		$198K Buy
5,250
+500
+11% +$17.9K 0.03% 485
2013
Q2 		$189K Buy
+4,750
New +$148K 0.03% 472

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

WFG Advisors's IRBT Position: Q2 2017 in Review

WFG Advisors held its iRobot (IRBT) position steady in Q2 2017 at 350 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #853.

WFG Advisors first reported a position in IRBT in Q2 2013 and has held it in 17 quarters since. The position peaked at $314K in Q4 2016. 247 funds tracked by Wall St. Rank hold IRBT as of Q2 2017.

  • WFG Advisors held 350 shares of iRobot worth $29K as of Q2 2017.
  • WFG Advisors left its iRobot share count unchanged in Q2 2017.
  • iRobot made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #853 holding.
  • WFG Advisors first reported a position in iRobot in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iRobot position peaked at $314K in Q4 2016.
  • 247 funds tracked by Wall St. Rank held iRobot as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.