RCA
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Rowland Carmichael Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

Rowland Carmichael Advisors’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,471
Closed -$217K – 322
2018
Q3 		$217K Buy
4,471
+222
+5% +$10.8K 0.08% 252
2018
Q2 		$208K Buy
+4,249
New +$208K 0.09% 260

Other funds holding FBND

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rowland Carmichael Advisors's FBND Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Fidelity Total Bond ETF (FBND) in Q4 2018, closing a stake of 4,471 shares — an estimated $217K sold.

Rowland Carmichael Advisors first reported a position in FBND in Q2 2018 and held it in 2 quarters. The position peaked at $217K in Q3 2018. 63 funds tracked by Wall St. Rank hold FBND as of Q4 2018.

  • Rowland Carmichael Advisors reported no remaining Fidelity Total Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 4,471 Fidelity Total Bond ETF shares in Q4 2018, an estimated $217K.
  • Rowland Carmichael Advisors first reported a position in Fidelity Total Bond ETF in Q2 2018 and held it in 2 quarters.
  • Rowland Carmichael Advisors's Fidelity Total Bond ETF position peaked at $217K in Q3 2018.
  • 63 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.