Rowland Carmichael Advisors’s STAG Industrial STAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$523K	Hold	16,701	–	–	0.17%	137
2020 Q3	$509K	Sell	16,701 -496	-3%	-$15.7K	0.2%	126
2020 Q2	$504K	Hold	17,197	–	–	0.21%	124
2020 Q1	$387K	Sell	17,197 -635	-4%	-$18.5K	0.2%	136
2019 Q4	$563K	Hold	17,832	–	–	0.19%	133
2019 Q3	$526K	Hold	17,832	–	–	0.18%	135
2019 Q2	$539K	Hold	17,832	–	–	0.19%	138
2019 Q1	$529K	Hold	17,832	–	–	0.19%	139
2018 Q4	$444K	Sell	17,832 -1,375	-7%	-$35.9K	0.2%	129
2018 Q3	$528K	Hold	19,207	–	–	0.2%	124
2018 Q2	$523K	Hold	19,207	–	–	0.22%	115
2018 Q1	$459K	Hold	19,207	–	–	0.25%	120
2017 Q4	$525K	Hold	19,207	–	–	0.27%	118
2017 Q3	$528K	Hold	19,207	–	–	0.29%	111
2017 Q2	$530K	Sell	19,207 -2,792	-13%	-$74.7K	0.31%	105
2017 Q1	$550K	Sell	21,999 -1,224	-5%	-$29.9K	0.33%	96
2016 Q4	$554K	Sell	23,223 -373	-2%	-$8.59K	0.33%	96
2016 Q3	$578K	Sell	23,596 -10,599	-31%	-$259K	0.37%	89
2016 Q2	$814K	Buy	34,195 +4,285	+14%	+$91.1K	0.51%	71
2016 Q1	$609K	Buy	+29,910	New	+$529K	0.56%	63

Other funds holding STAG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Rowland Carmichael Advisors held its STAG Industrial (STAG) position steady in Q4 2020 at 16,701 shares worth $523K. The position accounts for 0.17% of the portfolio, ranked #137.

Rowland Carmichael Advisors first reported a position in STAG in Q1 2016 and has held it in 20 quarters since. The position peaked at $814K in Q2 2016. 373 funds tracked by Wall St. Rank hold STAG as of Q4 2020.

Rowland Carmichael Advisors held 16,701 shares of STAG Industrial worth $523K as of Q4 2020.
Rowland Carmichael Advisors left its STAG Industrial share count unchanged in Q4 2020.
STAG Industrial made up 0.17% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #137 holding.
Rowland Carmichael Advisors first reported a position in STAG Industrial in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's STAG Industrial position peaked at $814K in Q2 2016.
373 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2020.

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