13F Filings History of ROWLAND CARMICHAEL ADVISORS INC /ADV

Latest 13F report
Q4 2020 - 15 Jan 2021
Value $
$316,150,000
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 377 stock holdings with total value $316,150,000 as of Q4 2020. Top holdings included SCHF, AAPL, EWJ, VNQ, and ESGU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2020 377 $316,150,000 +$57,719,751 -$22,980,609 +$34,739,142 SCHF, AAPL, EWJ, VNQ, ESGU 13F-HR 15 Jan 2021, 17:10
Q3 2020 349 $255,267,000 +$30,067,965 -$15,635,214 +$14,432,751 SCHF, AAPL, VNQ, ESGU, GOVT 13F-HR 26 Oct 2020, 13:36
Q2 2020 346 $235,339,000 +$46,063,496 -$39,165,176 +$6,898,320 SCHF, AAPL, VNQ, GOVT, ESGU 13F-HR 04 Aug 2020, 11:08
Q1 2020 325 $196,437,000 +$19,080,059 -$61,704,827 -$42,624,768 SCHF, VNQ, GOVT, AAPL, JPST 13F-HR 20 Apr 2020, 14:23
Q4 2019 351 $291,198,000 +$14,974,771 -$29,304,497 -$14,329,726 VTI, SCHF, VNQ, AAPL, GOVT 13F-HR 10 Feb 2020, 11:14
Q3 2019 350 $291,438,000 +$29,708,920 -$32,097,957 -$2,389,037 VTI, SCHF, VNQ, GOVT, FLOT 13F-HR 10 Feb 2020, 11:08
Q2 2019 329 $288,964,000 +$29,358,635 -$19,643,922 +$9,714,713 VTI, SCHF, VNQ, FLOT, JPST 13F-HR 10 Feb 2020, 11:01
Q1 2019 328 $272,218,000 +$49,898,935 -$30,311,440 +$19,587,495 VTI, SCHF, VNQ, FLOT, JPST 13F-HR 10 Feb 2020, 10:56
Q4 2018 298 $226,313,000 +$63,419,165 -$68,073,254 -$4,654,089 VTI, SCHF, JPST, VNQ, FLOT 13F-HR 10 Feb 2020, 10:43
Q3 2018 345 $257,870,000 +$29,849,323 -$17,181,069 +$12,668,254 JPST, PRFZ, VTI, PRF, ZION 13F-HR 10 Feb 2020, 10:40
Q2 2018 348 $235,858,000 +$64,100,889 -$14,870,685 +$49,230,204 PRFZ, VTI, PRF, ZION, RSP 13F-HR 10 Feb 2020, 10:37
Q1 2018 308 $182,649,000 +$18,392,879 -$25,099,911 -$6,707,032 VTI, FLOT, WFC, AAPL, VEA 13F-HR 10 Feb 2020, 10:33
Q4 2017 317 $194,241,000 +$19,849,927 -$13,073,139 +$6,776,788 VTI, WFC, IGSB, AAPL, FLOT 13F-HR 10 Feb 2020, 10:18
Q3 2017 295 $180,579,000 +$11,502,584 -$7,782,863 +$3,719,721 VTI, WFC, IGSB, AAPL, AMLP 13F-HR 10 Feb 2020, 10:14
Q2 2017 290 $172,545,000 +$18,049,539 -$12,302,232 +$5,747,307 VTI, WFC, IGSB, AAPL, AMLP 13F-HR 10 Feb 2020, 10:09
Q1 2017 284 $164,624,000 +$13,945,537 -$23,926,186 -$9,980,649 VTI, WFC, AMLP, IGSB, AAPL 13F-HR 10 Feb 2020, 10:04
Q4 2016 304 $169,533,000 +$25,157,666 -$13,754,636 +$11,403,030 VTI, WFC, AMLP, IGSB, AAPL 13F-HR 10 Feb 2020, 09:52
Q3 2016 288 $156,741,000 +$8,464,519 -$11,628,589 -$3,164,070 WFC, VTI, IGSB, AAPL, AMLP 13F-HR 10 Feb 2020, 09:49
Q2 2016 295 $158,808,000 +$57,805,449 -$9,299,876 +$48,505,573 WFC, VTI, IGSB, AAPL, WPC 13F-HR 10 Feb 2020, 09:45
Q1 2016 212 $108,336,000 $0 $0 $0 WFC, AAPL, FLOT, VTI, IGSB 13F-HR 10 Feb 2020, 09:40