Rowland Carmichael Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-141	Closed	-$14K	–	361
2020 Q2	$14K	Sell	141 -11,265	-99%	-$1.12M	0.01%	315
2020 Q1	$1.03M	Buy	11,406 +1,038	+10%	+$113K	0.53%	35
2019 Q4	$1.18M	Sell	10,368 -11,280	-52%	-$1.26M	0.41%	42
2019 Q3	$2.41M	Buy	21,648 +10,068	+87%	+$1.11M	0.83%	19
2019 Q2	$1.25M	Buy	11,580 +4,115	+55%	+$429K	0.43%	42
2019 Q1	$749K	Buy	+7,465	New	+$715K	0.28%	101

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Rowland Carmichael Advisors's LGLV Position: Q3 2020 in Review

Rowland Carmichael Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2020, closing a stake of 141 shares — an estimated $14K sold.

Rowland Carmichael Advisors first reported a position in LGLV in Q1 2019 and held it in 6 quarters. The position peaked at $2.41M in Q3 2019. 110 funds tracked by Wall St. Rank hold LGLV as of Q3 2020.

Rowland Carmichael Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
Rowland Carmichael Advisors sold 141 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2020, an estimated $14K.
Rowland Carmichael Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2019 and held it in 6 quarters.
Rowland Carmichael Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.41M in Q3 2019.
110 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.