Rowland Carmichael Advisors’s EastGroup Properties EGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-3,500	Closed	-$334K	–	355
2018 Q2	$334K	Hold	3,500	–	–	0.14%	182
2018 Q1	$289K	Hold	3,500	–	–	0.16%	180
2017 Q4	$309K	Hold	3,500	–	–	0.16%	174
2017 Q3	$308K	Hold	3,500	–	–	0.17%	166
2017 Q2	$293K	Hold	3,500	–	–	0.17%	165
2017 Q1	$257K	Hold	3,500	–	–	0.16%	174
2016 Q4	$258K	Hold	3,500	–	–	0.15%	184
2016 Q3	$257K	Hold	3,500	–	–	0.16%	181
2016 Q2	$241K	Buy	+3,500	New	+$222K	0.15%	188

Other funds holding EGP

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Rowland Carmichael Advisors's EGP Position: Q3 2018 in Review

Rowland Carmichael Advisors sold out of EastGroup Properties (EGP) in Q3 2018, closing a stake of 3,500 shares — an estimated $334K sold.

Rowland Carmichael Advisors first reported a position in EGP in Q2 2016 and held it in 9 quarters. The position peaked at $334K in Q2 2018. 252 funds tracked by Wall St. Rank hold EGP as of Q3 2018.

Rowland Carmichael Advisors reported no remaining EastGroup Properties position as of Q3 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 3,500 EastGroup Properties shares in Q3 2018, an estimated $334K.
Rowland Carmichael Advisors first reported a position in EastGroup Properties in Q2 2016 and held it in 9 quarters.
Rowland Carmichael Advisors's EastGroup Properties position peaked at $334K in Q2 2018.
252 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2018, filed 10 Feb 2020.