Rowland Carmichael Advisors’s AstraZeneca AZN Stock Holding History

Rowland Carmichael Advisors’s Portfolio AZN Stock Details AZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-3,698	Closed	-$223K	–	290
2016 Q2	$223K	Buy	+3,698	New	+$215K	0.14%	201

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Rowland Carmichael Advisors's AZN Position: Q3 2016 in Review

Rowland Carmichael Advisors sold out of AstraZeneca (AZN) in Q3 2016, closing a stake of 3,698 shares — an estimated $223K sold.

Rowland Carmichael Advisors first reported a position in AZN in Q2 2016 and held it in 1 quarter. The position peaked at $223K in Q2 2016. 451 funds tracked by Wall St. Rank hold AZN as of Q3 2016.

Rowland Carmichael Advisors reported no remaining AstraZeneca position as of Q3 2016 after selling out during the quarter.
Rowland Carmichael Advisors sold 3,698 AstraZeneca shares in Q3 2016, an estimated $223K.
Rowland Carmichael Advisors first reported a position in AstraZeneca in Q2 2016 and held it in 1 quarter.
Rowland Carmichael Advisors's AstraZeneca position peaked at $223K in Q2 2016.
451 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2016, filed 10 Feb 2020.