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CFA
Camarda Financial Advisors’s
Xerox
XRX
Stock Holding History
Camarda Financial Advisors’s Portfolio
XRX Stock Details
XRX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q4
–
Sell
-240
Closed
-$6K
–
286
2016
Q3
$6K
Sell
240
-55,716
-100%
-$1.44M
﹤0.01%
187
2016
Q2
$1.4M
Buy
55,956
+8,378
+18%
+$220K
0.89%
40
2016
Q1
$1.4M
Buy
47,578
+2,819
+6%
+$72.7K
0.87%
31
2015
Q4
$1.25M
Sell
44,759
-2,678
-6%
-$72K
0.77%
47
2015
Q3
$1.22M
Sell
47,437
-436
-0.9%
-$12.1K
0.76%
49
2015
Q2
$1.34M
Sell
47,873
-5,466
-10%
-$169K
0.75%
45
2015
Q1
$1.81M
Sell
53,339
-5,491
-9%
-$194K
1%
34
2014
Q4
$2.15M
Sell
58,830
-8,020
-12%
-$283K
1.36%
26
2014
Q3
$2.33M
Buy
66,850
+1,107
+2%
+$38.6K
1.62%
20
2014
Q2
$2.15M
Sell
65,743
-2,624
-4%
-$83.4K
1.48%
25
2014
Q1
$2.04M
Sell
68,367
-8,894
-12%
-$261K
1.56%
24
2013
Q4
$2.48M
Buy
+77,261
New
+$2.22M
2.02%
14
2013
Q3
–
Sell
-72,407
Closed
-$1.73M
–
257
2013
Q2
$1.73M
Buy
+72,407
New
+$1.69M
1.58%
24
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1-Year Est. Return
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1-Year Est. Return
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$46.4B AUM
27.74%
1-Year Est. Return
BFA
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1-Year Est. Return
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$218B AUM
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1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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