Rowland Carmichael Advisors’s First Industrial Realty Trust FR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$430K	Sell	10,212 -4,058	-28%	-$170K	0.14%	162
2020 Q3	$568K	Hold	14,270	–	–	0.22%	114
2020 Q2	$549K	Hold	14,270	–	–	0.23%	114
2020 Q1	$474K	Hold	14,270	–	–	0.24%	118
2019 Q4	$592K	Hold	14,270	–	–	0.2%	130
2019 Q3	$565K	Hold	14,270	–	–	0.19%	130
2019 Q2	$524K	Hold	14,270	–	–	0.18%	141
2019 Q1	$505K	Buy	14,270 +210	+1%	+$6.91K	0.19%	144
2018 Q4	$406K	Hold	14,060	–	–	0.18%	138
2018 Q3	$441K	Hold	14,060	–	–	0.17%	146
2018 Q2	$469K	Hold	14,060	–	–	0.2%	137
2018 Q1	$411K	Hold	14,060	–	–	0.23%	137
2017 Q4	$442K	Hold	14,060	–	–	0.23%	129
2017 Q3	$423K	Hold	14,060	–	–	0.23%	134
2017 Q2	$402K	Hold	14,060	–	–	0.23%	134
2017 Q1	$374K	Hold	14,060	–	–	0.23%	131
2016 Q4	$394K	Sell	14,060 -3,787	-21%	-$101K	0.23%	134
2016 Q3	$504K	Hold	17,847	–	–	0.32%	100
2016 Q2	$497K	Buy	+17,847	New	+$437K	0.31%	107

Other funds holding FR

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rowland Carmichael Advisors's FR Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its First Industrial Realty Trust (FR) stake by 28% in Q4 2020, selling an estimated $170K and leaving 10,212 shares worth $430K. The position accounts for 0.14% of the portfolio, ranked #162.

Rowland Carmichael Advisors first reported a position in FR in Q2 2016 and has held it in 19 quarters since. The position peaked at $592K in Q4 2019. 311 funds tracked by Wall St. Rank hold FR as of Q4 2020.

Rowland Carmichael Advisors held 10,212 shares of First Industrial Realty Trust worth $430K as of Q4 2020.
Rowland Carmichael Advisors sold 4,058 First Industrial Realty Trust shares in Q4 2020, an estimated $170K.
First Industrial Realty Trust made up 0.14% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #162 holding.
Rowland Carmichael Advisors first reported a position in First Industrial Realty Trust in Q2 2016 and has held it in 19 quarters since.
Rowland Carmichael Advisors's First Industrial Realty Trust position peaked at $592K in Q4 2019.
311 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.