Camarda Financial Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-494	Closed	-$12K	–	201
2019 Q2	$12K	Buy	+494	New	+$12.3K	0.02%	141

Other funds holding FRI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFA

Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Camarda Financial Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2019, closing a stake of 494 shares — an estimated $12K sold.

Camarda Financial Advisors first reported a position in FRI in Q2 2019 and held it in 1 quarter. The position peaked at $12K in Q2 2019. 53 funds tracked by Wall St. Rank hold FRI as of Q3 2019.

Camarda Financial Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 494 First Trust S&P REIT Index Fund shares in Q3 2019, an estimated $12K.
Camarda Financial Advisors first reported a position in First Trust S&P REIT Index Fund in Q2 2019 and held it in 1 quarter.
Camarda Financial Advisors's First Trust S&P REIT Index Fund position peaked at $12K in Q2 2019.
53 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2019.

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