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Camarda Financial Advisors’s Everest Group EG Stock Holding History

Camarda Financial Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,127
Closed -$490K – 226
2018
Q2 		$490K Buy
2,127
+95
+5% +$22.3K 0.51% 45
2018
Q1 		$522K Sell
2,032
-139
-6% -$33.4K 0.54% 41
2017
Q4 		$480K Sell
2,171
-203
-9% -$45.8K 0.57% 47
2017
Q3 		$542K Sell
2,374
-81
-3% -$20.4K 0.58% 44
2017
Q2 		$625K Sell
2,455
-351
-13% -$86.6K 0.67% 38
2017
Q1 		$656K Sell
2,806
-4,076
-59% -$931K 0.64% 48
2016
Q4 		$1.49M Sell
6,882
-808
-11% -$167K 1.01% 35
2016
Q3 		$1.46M Buy
+7,690
New +$1.45M 0.89% 42
2016
Q2 		– Sell
-6,540
Closed -$1.29M – 275
2016
Q1 		$1.29M Sell
6,540
-1,264
-16% -$234K 0.8% 43
2015
Q4 		$1.43M Buy
7,804
+746
+11% +$136K 0.87% 37
2015
Q3 		$1.22M Buy
7,058
+205
+3% +$37.1K 0.76% 48
2015
Q2 		$1.25M Buy
6,853
+1,546
+29% +$281K 0.7% 49
2015
Q1 		$923K Buy
+5,307
New +$932K 0.51% 57

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Camarda Financial Advisors's EG Position: Q3 2018 in Review

Camarda Financial Advisors sold out of Everest Group (EG) in Q3 2018, closing a stake of 2,127 shares — an estimated $490K sold.

Camarda Financial Advisors first reported a position in EG in Q1 2015 and held it in 13 quarters. The position peaked at $1.49M in Q4 2016. 405 funds tracked by Wall St. Rank hold EG as of Q3 2018.

  • Camarda Financial Advisors reported no remaining Everest Group position as of Q3 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 2,127 Everest Group shares in Q3 2018, an estimated $490K.
  • Camarda Financial Advisors first reported a position in Everest Group in Q1 2015 and held it in 13 quarters.
  • Camarda Financial Advisors's Everest Group position peaked at $1.49M in Q4 2016.
  • 405 funds tracked by Wall St. Rank held Everest Group as of Q3 2018.

Based on Camarda Financial Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.