Camarda Financial Advisors’s Broadridge BR Stock Holding History

Camarda Financial Advisors’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-298	Closed	-$38K	–	98
2019 Q2	$38K	Hold	298	–	–	0.07%	89
2019 Q1	$31K	Buy	298 +9	+3%	+$903	0.06%	102
2018 Q4	$28K	Hold	289	–	–	0.03%	101
2018 Q3	$38K	Hold	289	–	–	0.04%	121
2018 Q2	$33K	Hold	289	–	–	0.03%	124
2018 Q1	$32K	Hold	289	–	–	0.03%	113
2017 Q4	$26K	Hold	289	–	–	0.03%	128
2017 Q3	$23K	Hold	289	–	–	0.02%	142
2017 Q2	$22K	Buy	+289	New	+$20.9K	0.02%	139
2017 Q1	–	Sell	-21,039	Closed	-$1.4M	–	183
2016 Q4	$1.4M	Sell	21,039 -1,083	-5%	-$70.4K	0.95%	47
2016 Q3	$1.5M	Buy	22,122 +849	+4%	+$57.9K	0.91%	38
2016 Q2	$1.39M	Buy	21,273 +21,026	+8,513%	+$1.3M	0.88%	42
2016 Q1	$15K	Buy	+247	New	+$13.5K	0.01%	175

Other funds holding BR

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

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

Camarda Financial Advisors's BR Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Broadridge (BR) in Q3 2019, closing a stake of 298 shares — an estimated $38K sold.

Camarda Financial Advisors first reported a position in BR in Q1 2016 and held it in 13 quarters. The position peaked at $1.5M in Q3 2016. 691 funds tracked by Wall St. Rank hold BR as of Q3 2019.

Camarda Financial Advisors reported no remaining Broadridge position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 298 Broadridge shares in Q3 2019, an estimated $38K.
Camarda Financial Advisors first reported a position in Broadridge in Q1 2016 and held it in 13 quarters.
Camarda Financial Advisors's Broadridge position peaked at $1.5M in Q3 2016.
691 funds tracked by Wall St. Rank held Broadridge as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.