Rowland Carmichael Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$27K	Sell	760 -520	-41%	-$19.4K	0.01%	330
2020 Q3	$50K	Buy	1,280 +1,080	+540%	+$44K	0.02%	293
2020 Q2	$7K	Hold	200	–	–	﹤0.01%	326
2020 Q1	$5K	Buy	+200	New	+$5.47K	﹤0.01%	312
2019 Q4	–	Sell	-200	Closed	-$5K	–	355
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	341
2019 Q2	$5K	Hold	200	–	–	﹤0.01%	321
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	324
2018 Q4	$4K	Buy	+200	New	+$3.92K	﹤0.01%	293

Other funds holding GDX

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

Rowland Carmichael Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 41% in Q4 2020, selling an estimated $19.4K and leaving 760 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #330.

Rowland Carmichael Advisors first reported a position in GDX in Q4 2018 and has held it in 8 quarters since. The position peaked at $50K in Q3 2020. 703 funds tracked by Wall St. Rank hold GDX as of Q4 2020.

Rowland Carmichael Advisors held 760 shares of VanEck Gold Miners ETF worth $27K as of Q4 2020.
Rowland Carmichael Advisors sold 520 VanEck Gold Miners ETF shares in Q4 2020, an estimated $19.4K.
VanEck Gold Miners ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #330 holding.
Rowland Carmichael Advisors first reported a position in VanEck Gold Miners ETF in Q4 2018 and has held it in 8 quarters since.
Rowland Carmichael Advisors's VanEck Gold Miners ETF position peaked at $50K in Q3 2020.
703 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2020.

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