RCA
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Rowland Carmichael Advisors’s Insperity NSP Stock Holding History

Rowland Carmichael Advisors’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$331K Hold
4,070
– – 0.1% 207
2020
Q3 		$267K Hold
4,070
– – 0.1% 217
2020
Q2 		$263K Buy
+4,070
New +$204K 0.11% 210

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

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

Rowland Carmichael Advisors held its Insperity (NSP) position steady in Q4 2020 at 4,070 shares worth $331K. The position accounts for 0.1% of the portfolio, ranked #207.

Rowland Carmichael Advisors first reported a position in NSP in Q2 2020 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold NSP as of Q4 2020.

  • Rowland Carmichael Advisors held 4,070 shares of Insperity worth $331K as of Q4 2020.
  • Rowland Carmichael Advisors left its Insperity share count unchanged in Q4 2020.
  • Insperity made up 0.1% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #207 holding.
  • Rowland Carmichael Advisors first reported a position in Insperity in Q2 2020 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held Insperity as of Q4 2020.

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