• 13F History

ROWLAND CARMICHAEL ADVISORS INC /ADV

13F Filings History

Latest 13F report
Q4 2020 - Jan 15, 2021
Value $
$316M
Signature - Title
Janice Lee Orick - Chief Compliance Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by ROWLAND CARMICHAEL ADVISORS INC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ROWLAND CARMICHAEL ADVISORS INC /ADV reported 373 stock holdings with total value $316M as of Q4 2020. Top holdings included SCHF, AAPL, EWJ, VNQ, and ESGU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2020 373 $316M +$57.5M -$17.4M +$40M SCHF, AAPL, EWJ, VNQ, ESGU 13F-HR 1/15/2021, 04:10 PM
Q3 2020 345 $255M +$30.1M -$10.3M +$19.8M SCHF, AAPL, VNQ, ESGU, GOVT 13F-HR 10/26/2020, 01:36 PM
Q2 2020 343 $235M +$46.1M -$30.5M +$15.5M SCHF, AAPL, VNQ, GOVT, ESGU 13F-HR 8/4/2020, 11:08 AM
Q1 2020 323 $196M +$19.1M -$41.6M -$22.5M SCHF, VNQ, GOVT, AAPL, JPST 13F-HR 4/20/2020, 02:23 PM
Q4 2019 350 $290M +$15M -$23.1M -$8.09M VTI, SCHF, VNQ, AAPL, GOVT 13F-HR 2/10/2020, 10:14 AM
Q3 2019 347 $291M +$29.7M -$26.4M +$3.27M VTI, SCHF, VNQ, GOVT, FLOT 13F-HR 2/10/2020, 10:08 AM
Q2 2019 327 $289M +$29.4M -$12.3M +$17M VTI, SCHF, VNQ, FLOT, JPST 13F-HR 2/10/2020, 10:01 AM
Q1 2019 326 $272M +$49.9M -$22M +$27.9M VTI, SCHF, VNQ, FLOT, JPST 13F-HR 2/10/2020, 09:56 AM
Q4 2018 295 $226M +$62.6M -$40M +$22.7M VTI, SCHF, JPST, VNQ, FLOT 13F-HR 2/10/2020, 09:43 AM
Q3 2018 344 $258M +$29.8M -$8.82M +$21M JPST, PRFZ, VTI, PRF, ZION 13F-HR 2/10/2020, 09:40 AM
Q2 2018 348 $236M +$64.1M -$6.27M +$57.8M PRFZ, VTI, PRF, ZION, RSP 13F-HR 2/10/2020, 09:37 AM
Q1 2018 308 $183M +$18.4M -$12.8M +$5.59M VTI, FLOT, WFC, AAPL, VEA 13F-HR 2/10/2020, 09:33 AM
Q4 2017 316 $194M +$19.8M -$7.41M +$12.4M VTI, WFC, IGSB, AAPL, FLOT 13F-HR 2/10/2020, 09:18 AM
Q3 2017 294 $181M +$11.5M -$3.8M +$7.7M VTI, WFC, IGSB, AAPL, AMLPXXXX 13F-HR 2/10/2020, 09:14 AM
Q2 2017 289 $173M +$18M -$6.25M +$11.8M VTI, WFC, IGSB, AAPL, AMLPXXXX 13F-HR 2/10/2020, 09:09 AM
Q1 2017 282 $165M +$13.9M -$12.9M +$998K VTI, WFC, AMLPXXXX, IGSB, AAPL 13F-HR 2/10/2020, 09:04 AM
Q4 2016 302 $170M +$25.2M -$6.6M +$18.6M VTI, WFC, AMLPXXXX, IGSB, AAPL 13F-HR 2/10/2020, 08:52 AM
Q3 2016 287 $157M +$8.46M -$7.27M +$1.19M WFC, VTI, IGSB, AAPL, AMLPXXXX 13F-HR 2/10/2020, 08:49 AM
Q2 2016 294 $159M +$57.8M -$6.17M +$51.6M WFC, VTI, IGSB, AAPL, WPC 13F-HR 2/10/2020, 08:45 AM
Q1 2016 211 $108M WFC, AAPL, FLOT, VTI, IGSB 13F-HR 2/10/2020, 08:40 AM