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Carroll Financial Associates’s Cambria Tail Risk ETF TAIL Stock Holding History

Carroll Financial Associates’s Portfolio TAIL Stock Details TAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,546
Closed -$98K – 1665
2020
Q3 		$98K Sell
4,546
-2,916
-39% -$63.7K 0.01% 486
2020
Q2 		$166K Sell
7,462
-33,175
-82% -$752K 0.01% 368
2020
Q1 		$969K Buy
+40,637
New +$853K 0.1% 132

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FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SI
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GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Carroll Financial Associates's TAIL Position: Q4 2020 in Review

Carroll Financial Associates sold out of Cambria Tail Risk ETF (TAIL) in Q4 2020, closing a stake of 4,546 shares — an estimated $98K sold.

Carroll Financial Associates first reported a position in TAIL in Q1 2020 and held it in 3 quarters. The position peaked at $969K in Q1 2020. 57 funds tracked by Wall St. Rank hold TAIL as of Q4 2020.

  • Carroll Financial Associates reported no remaining Cambria Tail Risk ETF position as of Q4 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 4,546 Cambria Tail Risk ETF shares in Q4 2020, an estimated $98K.
  • Carroll Financial Associates first reported a position in Cambria Tail Risk ETF in Q1 2020 and held it in 3 quarters.
  • Carroll Financial Associates's Cambria Tail Risk ETF position peaked at $969K in Q1 2020.
  • 57 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.