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Rowland Carmichael Advisors’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Rowland Carmichael Advisors’s Portfolio NETL Stock Details NETL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,835
Closed -$41K – 363
2020
Q2 		$41K Hold
1,835
– – 0.02% 290
2020
Q1 		$34K Buy
+1,835
New +$47.6K 0.02% 272

Other funds holding NETL

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Rowland Carmichael Advisors sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q3 2020, closing a stake of 1,835 shares — an estimated $41K sold.

Rowland Carmichael Advisors first reported a position in NETL in Q1 2020 and held it in 2 quarters. The position peaked at $41K in Q2 2020. 17 funds tracked by Wall St. Rank hold NETL as of Q3 2020.

  • Rowland Carmichael Advisors reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 1,835 Colterpoint Net Lease Real Estate ETF shares in Q3 2020, an estimated $41K.
  • Rowland Carmichael Advisors first reported a position in Colterpoint Net Lease Real Estate ETF in Q1 2020 and held it in 2 quarters.
  • Rowland Carmichael Advisors's Colterpoint Net Lease Real Estate ETF position peaked at $41K in Q2 2020.
  • 17 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q3 2020.

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