Rowland Carmichael Advisors’s First Data Corporation FDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-49,569	Closed	-$1.34M	–	364
2019 Q2	$1.34M	Sell	49,569 -779	-2%	-$20.3K	0.46%	40
2019 Q1	$1.32M	Hold	50,348	–	–	0.49%	32
2018 Q4	$851K	Buy	+50,348	New	+$982K	0.38%	54

Other funds holding FDC

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Rowland Carmichael Advisors's FDC Position: Q3 2019 in Review

Rowland Carmichael Advisors sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 49,569 shares — an estimated $1.34M sold.

Rowland Carmichael Advisors first reported a position in FDC in Q4 2018 and held it in 3 quarters. The position peaked at $1.34M in Q2 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

Rowland Carmichael Advisors reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 49,569 First Data Corporation shares in Q3 2019, an estimated $1.34M.
Rowland Carmichael Advisors first reported a position in First Data Corporation in Q4 2018 and held it in 3 quarters.
Rowland Carmichael Advisors's First Data Corporation position peaked at $1.34M in Q2 2019.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2019, filed 10 Feb 2020.