Camarda Financial Advisors’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-598	Closed	-$162K	–	483
2019 Q2	$162K	Buy	598 +79	+15%	+$20.6K	0.32%	39
2019 Q1	$130K	Buy	+519	New	+$118K	0.25%	51
2016 Q4	–	Sell	-252	Closed	-$35K	–	288
2016 Q3	$35K	Hold	252	–	–	0.02%	129
2016 Q2	$32K	Buy	+252	New	+$31.4K	0.02%	151

Other funds holding FBGX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PagnatoKarp Partners Reston, Virginia $402M AUM 9.79% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

Camarda Financial Advisors sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q3 2019, closing a stake of 598 shares — an estimated $162K sold.

Camarda Financial Advisors first reported a position in FBGX in Q2 2016 and held it in 4 quarters. The position peaked at $162K in Q2 2019. 26 funds tracked by Wall St. Rank hold FBGX as of Q3 2019.

Camarda Financial Advisors reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 598 UBS AG FI Enhanced Large Cap Growth ETN shares in Q3 2019, an estimated $162K.
Camarda Financial Advisors first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q2 2016 and held it in 4 quarters.
Camarda Financial Advisors's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $162K in Q2 2019.
26 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q3 2019.

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