CFA
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Camarda Financial Advisors’s Factset FDS Stock Holding History

Camarda Financial Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3
Closed -$1K – 190
2019
Q2 		$1K Hold
3
– – ﹤0.01% 406
2019
Q1 		$1K Buy
+3
New +$671 ﹤0.01% 441

Other funds holding FDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Camarda Financial Advisors sold out of Factset (FDS) in Q3 2019, closing a stake of 3 shares — an estimated $1K sold.

Camarda Financial Advisors first reported a position in FDS in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 492 funds tracked by Wall St. Rank hold FDS as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Factset position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 3 Factset shares in Q3 2019, an estimated $1K.
  • Camarda Financial Advisors first reported a position in Factset in Q1 2019 and held it in 2 quarters.
  • Camarda Financial Advisors's Factset position peaked at $1K in Q2 2019.
  • 492 funds tracked by Wall St. Rank held Factset as of Q3 2019.

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