Rowland Carmichael Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-200	Closed	-$19K	–	355
2018 Q3	$19K	Hold	200	–	–	0.01%	325
2018 Q2	$19K	Hold	200	–	–	0.01%	328
2018 Q1	$18K	Buy	+200	New	+$18K	0.01%	292

Other funds holding SMLV

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BBA

Braun-Bostich & Associates Canonsburg, Pennsylvania $160M AUM 17.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

Rowland Carmichael Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2018, closing a stake of 200 shares — an estimated $19K sold.

Rowland Carmichael Advisors first reported a position in SMLV in Q1 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 58 funds tracked by Wall St. Rank hold SMLV as of Q4 2018.

Rowland Carmichael Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 200 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2018, an estimated $19K.
Rowland Carmichael Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2018 and held it in 3 quarters.
Rowland Carmichael Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $19K in Q3 2018.
58 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2018.

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