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Rowland Carmichael Advisors’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Rowland Carmichael Advisors’s Portfolio SHYL Stock Details SHYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$249K Sell
5,238
-72
-1% -$3.37K 0.08% 266
2020
Q3 		$244K Buy
5,310
+386
+8% +$17.8K 0.1% 240
2020
Q2 		$221K Buy
+4,924
New +$218K 0.09% 244

Other funds holding SHYL

CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Rowland Carmichael Advisors reduced its Xtrackers Short Duration High Yield Bond ETF (SHYL) stake by 1.4% in Q4 2020, selling an estimated $3.37K and leaving 5,238 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #266.

Rowland Carmichael Advisors first reported a position in SHYL in Q2 2020 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold SHYL as of Q4 2020.

  • Rowland Carmichael Advisors held 5,238 shares of Xtrackers Short Duration High Yield Bond ETF worth $249K as of Q4 2020.
  • Rowland Carmichael Advisors sold 72 Xtrackers Short Duration High Yield Bond ETF shares in Q4 2020, an estimated $3.37K.
  • Xtrackers Short Duration High Yield Bond ETF made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #266 holding.
  • Rowland Carmichael Advisors first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q2 2020 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q4 2020.

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