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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-355	Closed	-$21.5K	–	342
2019 Q1	$21K	Sell	355 -1,292	-78%	-$77.9K	0.01%	299
2018 Q4	$89K	Sell	1,647 -18,882	-92%	-$1.15M	0.04%	239
2018 Q3	$1.4M	Buy	+20,529	New	+$1.42M	0.54%	31

Other funds holding SLYV

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Rowland Carmichael Advisors's SLYV Position: Q2 2019 in Review

Rowland Carmichael Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2019, closing a stake of 355 shares — an estimated $21.5K sold.

Rowland Carmichael Advisors first reported a position in SLYV in Q3 2018 and held it in 3 quarters. The position peaked at $1.4M in Q3 2018. 274 funds tracked by Wall St. Rank hold SLYV as of Q2 2019.

Rowland Carmichael Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 355 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2019, an estimated $21.5K.
Rowland Carmichael Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2018 and held it in 3 quarters.
Rowland Carmichael Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.4M in Q3 2018.
274 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2019, filed 10 Feb 2020.