CFA
BR icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $5.07B AUM 4.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return