EWM
CAFI

Edge Wealth Management’s CAMCO FINL CORP CAFI Stock Holding History

Edge Wealth Management’s Portfolio CAFI Stock Details CAFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-50,000
Closed -$202K – 389
2013
Q3 		$202K Buy
50,000
+20,000
+67% +$79.9K 0.12% 71
2013
Q2 		$99K Buy
+30,000
New +$104K 0.07% 90

Other funds holding CAFI

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
MHIM
MacNealy Hoover Investment Management Canton, Ohio $124M AUM 4.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Edge Wealth Management's CAFI Position: Q4 2013 in Review

Edge Wealth Management sold out of CAMCO FINL CORP (CAFI) in Q4 2013, closing a stake of 50,000 shares — an estimated $202K sold.

Edge Wealth Management first reported a position in CAFI in Q2 2013 and held it in 2 quarters. The position peaked at $202K in Q3 2013. 41 funds tracked by Wall St. Rank hold CAFI as of Q4 2013.

  • Edge Wealth Management reported no remaining CAMCO FINL CORP position as of Q4 2013 after selling out during the quarter.
  • Edge Wealth Management sold 50,000 CAMCO FINL CORP shares in Q4 2013, an estimated $202K.
  • Edge Wealth Management first reported a position in CAMCO FINL CORP in Q2 2013 and held it in 2 quarters.
  • Edge Wealth Management's CAMCO FINL CORP position peaked at $202K in Q3 2013.
  • 41 funds tracked by Wall St. Rank held CAMCO FINL CORP as of Q4 2013.

Based on Edge Wealth Management's 13F filing for Q4 2013, filed 16 Jan 2014.