Rowland Carmichael Advisors’s State Street Global Allocation ETF GAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-119	Closed	-$4K	–	298
2017 Q2	$4K	Hold	119	–	–	﹤0.01%	285
2017 Q1	$4K	Hold	119	–	–	﹤0.01%	279
2016 Q4	$4K	Hold	119	–	–	﹤0.01%	299
2016 Q3	$4K	Hold	119	–	–	﹤0.01%	280
2016 Q2	$4K	Hold	119	–	–	﹤0.01%	288
2016 Q1	$4K	Buy	+119	New	+$3.8K	﹤0.01%	207

Other funds holding GAL

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Rowland Carmichael Advisors's GAL Position: Q3 2017 in Review

Rowland Carmichael Advisors sold out of State Street Global Allocation ETF (GAL) in Q3 2017, closing a stake of 119 shares — an estimated $4K sold.

Rowland Carmichael Advisors first reported a position in GAL in Q1 2016 and held it in 6 quarters. The position peaked at $4K in Q2 2017. 32 funds tracked by Wall St. Rank hold GAL as of Q3 2017.

Rowland Carmichael Advisors reported no remaining State Street Global Allocation ETF position as of Q3 2017 after selling out during the quarter.
Rowland Carmichael Advisors sold 119 State Street Global Allocation ETF shares in Q3 2017, an estimated $4K.
Rowland Carmichael Advisors first reported a position in State Street Global Allocation ETF in Q1 2016 and held it in 6 quarters.
Rowland Carmichael Advisors's State Street Global Allocation ETF position peaked at $4K in Q2 2017.
32 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2017, filed 10 Feb 2020.