Rowland Carmichael Advisors’s Service Corp International SCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-7,363	Closed	-$325K	–	353
2018 Q3	$325K	Hold	7,363	–	–	0.13%	186
2018 Q2	$264K	Hold	7,363	–	–	0.11%	217
2018 Q1	$278K	Hold	7,363	–	–	0.15%	188
2017 Q4	$275K	Sell	7,363 -8,817	-54%	-$316K	0.14%	192
2017 Q3	$558K	Hold	16,180	–	–	0.31%	105
2017 Q2	$541K	Hold	16,180	–	–	0.31%	103
2017 Q1	$500K	Hold	16,180	–	–	0.3%	107
2016 Q4	$460K	Sell	16,180 -390	-2%	-$10.4K	0.27%	119
2016 Q3	$440K	Hold	16,570	–	–	0.28%	116
2016 Q2	$448K	Buy	+16,570	New	+$437K	0.28%	116

Other funds holding SCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rowland Carmichael Advisors's SCI Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Service Corp International (SCI) in Q4 2018, closing a stake of 7,363 shares — an estimated $325K sold.

Rowland Carmichael Advisors first reported a position in SCI in Q2 2016 and held it in 10 quarters. The position peaked at $558K in Q3 2017. 387 funds tracked by Wall St. Rank hold SCI as of Q4 2018.

Rowland Carmichael Advisors reported no remaining Service Corp International position as of Q4 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 7,363 Service Corp International shares in Q4 2018, an estimated $325K.
Rowland Carmichael Advisors first reported a position in Service Corp International in Q2 2016 and held it in 10 quarters.
Rowland Carmichael Advisors's Service Corp International position peaked at $558K in Q3 2017.
387 funds tracked by Wall St. Rank held Service Corp International as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.