Rowland Carmichael Advisors’s Invesco Insider Sentiment ETF NFO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-310	Closed	-$20K	–	353
2019 Q1	$20K	Hold	310	–	–	0.01%	302
2018 Q4	$18K	Hold	310	–	–	0.01%	275
2018 Q3	$21K	Hold	310	–	–	0.01%	320
2018 Q2	$20K	Buy	+310	New	+$19.9K	0.01%	326

Other funds holding NFO

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Rowland Carmichael Advisors's NFO Position: Q2 2019 in Review

Rowland Carmichael Advisors sold out of Invesco Insider Sentiment ETF (NFO) in Q2 2019, closing a stake of 310 shares — an estimated $20K sold.

Rowland Carmichael Advisors first reported a position in NFO in Q2 2018 and held it in 4 quarters. The position peaked at $21K in Q3 2018. 24 funds tracked by Wall St. Rank hold NFO as of Q2 2019.

Rowland Carmichael Advisors reported no remaining Invesco Insider Sentiment ETF position as of Q2 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 310 Invesco Insider Sentiment ETF shares in Q2 2019, an estimated $20K.
Rowland Carmichael Advisors first reported a position in Invesco Insider Sentiment ETF in Q2 2018 and held it in 4 quarters.
Rowland Carmichael Advisors's Invesco Insider Sentiment ETF position peaked at $21K in Q3 2018.
24 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q2 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2019, filed 10 Feb 2020.