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Rowland Carmichael Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Rowland Carmichael Advisors’s Portfolio FTGC Stock Details FTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-41,960
Closed -$864K – 308
2016
Q3 		$864K Sell
41,960
-729
-2% -$15.4K 0.55% 67
2016
Q2 		$924K Buy
42,689
+15,881
+59% +$333K 0.58% 59
2016
Q1 		$541K Buy
+26,808
New +$532K 0.5% 69

Other funds holding FTGC

HA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rowland Carmichael Advisors's FTGC Position: Q4 2016 in Review

Rowland Carmichael Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2016, closing a stake of 41,960 shares — an estimated $864K sold.

Rowland Carmichael Advisors first reported a position in FTGC in Q1 2016 and held it in 3 quarters. The position peaked at $924K in Q2 2016. 55 funds tracked by Wall St. Rank hold FTGC as of Q4 2016.

  • Rowland Carmichael Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2016 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 41,960 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2016, an estimated $864K.
  • Rowland Carmichael Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2016 and held it in 3 quarters.
  • Rowland Carmichael Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $924K in Q2 2016.
  • 55 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2016, filed 10 Feb 2020.