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Winslow Evans & Crocker’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$76K Buy
1,240
+600
+94% +$32.5K 0.01% 507
2020
Q3 		$31K Hold
640
– – 0.01% 549
2020
Q2 		$28K Buy
640
+114
+22% +$4.53K 0.01% 554
2020
Q1 		$18K Sell
526
-30
-5% -$1.18K 0.01% 596
2019
Q4 		$24K Hold
556
– – 0.01% 640
2019
Q3 		$22K Sell
556
-70
-11% -$2.64K 0.01% 636
2019
Q2 		$26K Hold
626
– – 0.01% 630
2019
Q1 		$26K Sell
626
-214
-25% -$7.9K 0.01% 617
2018
Q4 		$28K Sell
840
-1,050
-56% -$38K 0.01% 570
2018
Q3 		$80K Hold
1,890
– – 0.02% 407
2018
Q2 		$76K Sell
1,890
-4,800
-72% -$199K 0.02% 418
2018
Q1 		$280K Buy
6,690
+304
+5% +$13.2K 0.09% 212
2017
Q4 		$264K Buy
6,386
+1,146
+22% +$46.5K 0.08% 222
2017
Q3 		$203K Sell
5,240
-3,060
-37% -$111K 0.07% 249
2017
Q2 		$282K Buy
8,300
+4,650
+127% +$157K 0.08% 261
2017
Q1 		$118K Buy
3,650
+2,934
+410% +$91K 0.04% 385
2016
Q4 		$20.5K Hold
716
– – 0.01% 712
2016
Q3 		$20.3K Hold
716
– – 0.01% 729
2016
Q2 		$17.9K Hold
716
– – 0.01% 722
2016
Q1 		$17.6K Hold
716
– – 0.01% 731
2015
Q4 		$17.3K Hold
716
– – 0.01% 781
2015
Q3 		$15.9K Sell
716
-240
-25% -$5.78K 0.01% 783
2015
Q2 		$25K Hold
956
– – 0.01% 708
2015
Q1 		$25.4K Hold
956
– – 0.01% 680
2014
Q4 		$24.5K Buy
+956
New +$24.6K 0.01% 680

Other funds holding ROBO

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Winslow Evans & Crocker's ROBO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 94% in Q4 2020, buying an estimated $32.5K and bringing the position to 1,240 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #507.

Winslow Evans & Crocker first reported a position in ROBO in Q4 2014 and has held it in 25 quarters since. The position peaked at $282K in Q2 2017. 204 funds tracked by Wall St. Rank hold ROBO as of Q4 2020.

  • Winslow Evans & Crocker held 1,240 shares of ROBO Global Robotics & Automation Index ETF worth $76K as of Q4 2020.
  • Winslow Evans & Crocker bought 600 ROBO Global Robotics & Automation Index ETF shares in Q4 2020, an estimated $32.5K.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #507 holding.
  • Winslow Evans & Crocker first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2014 and has held it in 25 quarters since.
  • Winslow Evans & Crocker's ROBO Global Robotics & Automation Index ETF position peaked at $282K in Q2 2017.
  • 204 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.