CFA
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Camarda Financial Advisors’s ePlus PLUS Stock Holding History

Camarda Financial Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-102
Closed -$4K – 357
2019
Q2 		$4K Hold
102
– – 0.01% 227
2019
Q1 		$5K Buy
+102
New +$4.24K 0.01% 231
2017
Q3 		– Sell
-50,210
Closed -$1.86M – 239
2017
Q2 		$1.86M Sell
50,210
-50,446
-50% -$1.83M 1.99% 9
2017
Q1 		$3.4M Buy
100,656
+37,980
+61% +$1.16M 3.32% 4
2016
Q4 		$1.8M Sell
62,676
-4,152
-6% -$108K 1.23% 22
2016
Q3 		$1.58M Buy
66,828
+3,748
+6% +$81.6K 0.96% 32
2016
Q2 		$1.29M Buy
63,080
+62,364
+8,710% +$1.3M 0.82% 48
2016
Q1 		$14K Buy
+716
New +$14.8K 0.01% 186
2013
Q3 		– Sell
-1,664
Closed -$25K – 192
2013
Q2 		$25K Buy
+1,664
New +$20.5K 0.02% 126

Other funds holding PLUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return