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Camarda Financial Advisors’s W.R. Berkley WRB Stock Holding History

Camarda Financial Advisors’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-81
Closed -$2K – 466
2019
Q2 		$2K Hold
81
– – ﹤0.01% 356
2019
Q1 		$2K Buy
+81
New +$1.91K ﹤0.01% 386

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Camarda Financial Advisors sold out of W.R. Berkley (WRB) in Q3 2019, closing a stake of 81 shares — an estimated $2K sold.

Camarda Financial Advisors first reported a position in WRB in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 441 funds tracked by Wall St. Rank hold WRB as of Q3 2019.

  • Camarda Financial Advisors reported no remaining W.R. Berkley position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 81 W.R. Berkley shares in Q3 2019, an estimated $2K.
  • Camarda Financial Advisors first reported a position in W.R. Berkley in Q1 2019 and held it in 2 quarters.
  • Camarda Financial Advisors's W.R. Berkley position peaked at $2K in Q2 2019.
  • 441 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2019.

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