Camarda Financial Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-20	Closed	-$1K	–	182
2017 Q4	$1K	Buy	+20	New	+$902	﹤0.01%	184
2017 Q1	–	Sell	-3,436	Closed	-$135K	–	217
2016 Q4	$135K	Buy	+3,436	New	+$133K	0.09%	99

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

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

Camarda Financial Advisors's IMCB Position: Q1 2018 in Review

Camarda Financial Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2018, closing a stake of 20 shares — an estimated $1K sold.

Camarda Financial Advisors first reported a position in IMCB in Q4 2016 and held it in 2 quarters. The position peaked at $135K in Q4 2016. 93 funds tracked by Wall St. Rank hold IMCB as of Q1 2018.

Camarda Financial Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
Camarda Financial Advisors sold 20 iShares Morningstar Mid-Cap ETF shares in Q1 2018, an estimated $1K.
Camarda Financial Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2016 and held it in 2 quarters.
Camarda Financial Advisors's iShares Morningstar Mid-Cap ETF position peaked at $135K in Q4 2016.
93 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2018.

Based on Camarda Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.