Rowland Carmichael Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,158	Closed	-$129K	–	369
2019 Q3	$129K	Sell	2,158 -1,208	-36%	-$72.9K	0.04%	284
2019 Q2	$205K	Sell	3,366 -5,129	-60%	-$308K	0.07%	254
2019 Q1	$507K	Buy	+8,495	New	+$502K	0.19%	142

Other funds holding SLYG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Rowland Carmichael Advisors's SLYG Position: Q4 2019 in Review

Rowland Carmichael Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2019, closing a stake of 2,158 shares — an estimated $129K sold.

Rowland Carmichael Advisors first reported a position in SLYG in Q1 2019 and held it in 3 quarters. The position peaked at $507K in Q1 2019. 266 funds tracked by Wall St. Rank hold SLYG as of Q4 2019.

Rowland Carmichael Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 2,158 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2019, an estimated $129K.
Rowland Carmichael Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2019 and held it in 3 quarters.
Rowland Carmichael Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $507K in Q1 2019.
266 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.