WhitTier Trust Company’s iRobot IRBT Stock Holding History

WhitTier Trust Company’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 Q2	–	Sell	-168	Closed	-$11K	–	978
2018 Q1	$11K	Hold	168	–	–	﹤0.01%	827
2017 Q4	$13K	Hold	168	–	–	﹤0.01%	774
2017 Q3	$13K	Buy	+168	New	+$15.4K	﹤0.01%	761

Other funds holding IRBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WhitTier Trust Company's IRBT Position: Q2 2018 in Review

WhitTier Trust Company sold out of iRobot (IRBT) in Q2 2018, closing a stake of 168 shares — an estimated $11K sold.

WhitTier Trust Company first reported a position in IRBT in Q3 2017 and held it in 3 quarters. The position peaked at $13K in Q4 2017. 233 funds tracked by Wall St. Rank hold IRBT as of Q2 2018.

WhitTier Trust Company reported no remaining iRobot position as of Q2 2018 after selling out during the quarter.
WhitTier Trust Company sold 168 iRobot shares in Q2 2018, an estimated $11K.
WhitTier Trust Company first reported a position in iRobot in Q3 2017 and held it in 3 quarters.
WhitTier Trust Company's iRobot position peaked at $13K in Q4 2017.
233 funds tracked by Wall St. Rank held iRobot as of Q2 2018.

Based on WhitTier Trust Company's 13F filing for Q2 2018, filed 20 Jul 2018.