CFA
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Camarda Financial Advisors’s FirstService FSV Stock Holding History

Camarda Financial Advisors’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-54
Closed -$5K – 203
2019
Q2 		$5K Hold
54
– – 0.01% 197
2019
Q1 		$5K Buy
+54
New +$4.44K 0.01% 226

Other funds holding FSV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Camarda Financial Advisors sold out of FirstService (FSV) in Q3 2019, closing a stake of 54 shares — an estimated $5K sold.

Camarda Financial Advisors first reported a position in FSV in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 142 funds tracked by Wall St. Rank hold FSV as of Q3 2019.

  • Camarda Financial Advisors reported no remaining FirstService position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 54 FirstService shares in Q3 2019, an estimated $5K.
  • Camarda Financial Advisors first reported a position in FirstService in Q1 2019 and held it in 2 quarters.
  • Camarda Financial Advisors's FirstService position peaked at $5K in Q2 2019.
  • 142 funds tracked by Wall St. Rank held FirstService as of Q3 2019.

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