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Camarda Financial Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Camarda Financial Advisors’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,347
Closed -$16K – 232
2018
Q3 		$16K Buy
+2,347
New +$15.6K 0.02% 157

Other funds holding USA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Camarda Financial Advisors's USA Position: Q4 2018 in Review

Camarda Financial Advisors sold out of Liberty All-Star Equity Fund (USA) in Q4 2018, closing a stake of 2,347 shares — an estimated $16K sold.

Camarda Financial Advisors first reported a position in USA in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 136 funds tracked by Wall St. Rank hold USA as of Q4 2018.

  • Camarda Financial Advisors reported no remaining Liberty All-Star Equity Fund position as of Q4 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 2,347 Liberty All-Star Equity Fund shares in Q4 2018, an estimated $16K.
  • Camarda Financial Advisors first reported a position in Liberty All-Star Equity Fund in Q3 2018 and held it in 1 quarter.
  • Camarda Financial Advisors's Liberty All-Star Equity Fund position peaked at $16K in Q3 2018.
  • 136 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2018.

Based on Camarda Financial Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.