Rowland Carmichael Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-400	Closed	-$21K	–	309
2016 Q4	$21K	Hold	400	–	–	0.01%	280
2016 Q3	$21K	Hold	400	–	–	0.01%	266
2016 Q2	$21K	Buy	+400	New	+$21.1K	0.01%	272

Other funds holding QLTA

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Rowland Carmichael Advisors's QLTA Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2017, closing a stake of 400 shares — an estimated $21K sold.

Rowland Carmichael Advisors first reported a position in QLTA in Q2 2016 and held it in 3 quarters. The position peaked at $21K in Q4 2016. 37 funds tracked by Wall St. Rank hold QLTA as of Q1 2017.

Rowland Carmichael Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Rowland Carmichael Advisors sold 400 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2017, an estimated $21K.
Rowland Carmichael Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2016 and held it in 3 quarters.
Rowland Carmichael Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $21K in Q4 2016.
37 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.