CFA
SP

Camarda Financial Advisors’s SP Plus Corporation SP Stock Holding History

Camarda Financial Advisors’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-28,234
Closed -$1.05M – 251
2018
Q2 		$1.05M Sell
28,234
-2,646
-9% -$97K 1.1% 18
2018
Q1 		$1.1M Sell
30,880
-4,932
-14% -$185K 1.14% 22
2017
Q4 		$1.33M Sell
35,812
-3,687
-9% -$143K 1.59% 20
2017
Q3 		$1.56M Buy
+39,499
New +$1.39M 1.68% 20

Other funds holding SP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Camarda Financial Advisors's SP Position: Q3 2018 in Review

Camarda Financial Advisors sold out of SP Plus Corporation (SP) in Q3 2018, closing a stake of 28,234 shares — an estimated $1.05M sold.

Camarda Financial Advisors first reported a position in SP in Q3 2017 and held it in 4 quarters. The position peaked at $1.56M in Q3 2017. 155 funds tracked by Wall St. Rank hold SP as of Q3 2018.

  • Camarda Financial Advisors reported no remaining SP Plus Corporation position as of Q3 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 28,234 SP Plus Corporation shares in Q3 2018, an estimated $1.05M.
  • Camarda Financial Advisors first reported a position in SP Plus Corporation in Q3 2017 and held it in 4 quarters.
  • Camarda Financial Advisors's SP Plus Corporation position peaked at $1.56M in Q3 2017.
  • 155 funds tracked by Wall St. Rank held SP Plus Corporation as of Q3 2018.

Based on Camarda Financial Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.