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Rowland Carmichael Advisors’s Globus Medical GMED Stock Holding History

Rowland Carmichael Advisors’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,925
Closed -$285K – 316
2017
Q4 		$285K Sell
6,925
-2,930
-30% -$103K 0.15% 186
2017
Q3 		$293K Buy
9,855
+2,073
+27% +$63.3K 0.16% 171
2017
Q2 		$258K Sell
7,782
-1,473
-16% -$46.3K 0.15% 179
2017
Q1 		$274K Hold
9,255
– – 0.17% 165
2016
Q4 		$230K Buy
+9,255
New +$210K 0.14% 206

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rowland Carmichael Advisors's GMED Position: Q1 2018 in Review

Rowland Carmichael Advisors sold out of Globus Medical (GMED) in Q1 2018, closing a stake of 6,925 shares — an estimated $285K sold.

Rowland Carmichael Advisors first reported a position in GMED in Q4 2016 and held it in 5 quarters. The position peaked at $293K in Q3 2017. 279 funds tracked by Wall St. Rank hold GMED as of Q1 2018.

  • Rowland Carmichael Advisors reported no remaining Globus Medical position as of Q1 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 6,925 Globus Medical shares in Q1 2018, an estimated $285K.
  • Rowland Carmichael Advisors first reported a position in Globus Medical in Q4 2016 and held it in 5 quarters.
  • Rowland Carmichael Advisors's Globus Medical position peaked at $293K in Q3 2017.
  • 279 funds tracked by Wall St. Rank held Globus Medical as of Q1 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2018, filed 10 Feb 2020.