RCA
SAFE

Rowland Carmichael Advisors’s Safehold SAFE Stock Holding History

Rowland Carmichael Advisors’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$315K Sell
4,362
-351
-7% -$22.9K 0.1% 219
2020
Q3 		$271K Buy
+4,713
New +$278K 0.11% 214

Other funds holding SAFE

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Rowland Carmichael Advisors reduced its Safehold (SAFE) stake by 7.4% in Q4 2020, selling an estimated $22.9K and leaving 4,362 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #219.

Rowland Carmichael Advisors first reported a position in SAFE in Q3 2020 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold SAFE as of Q4 2020.

  • Rowland Carmichael Advisors held 4,362 shares of Safehold worth $315K as of Q4 2020.
  • Rowland Carmichael Advisors sold 351 Safehold shares in Q4 2020, an estimated $22.9K.
  • Safehold made up 0.1% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #219 holding.
  • Rowland Carmichael Advisors first reported a position in Safehold in Q3 2020 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held Safehold as of Q4 2020.

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