GFPC
CAC icon

Global Financial Private Client’s Camden National CAC Stock Holding History

Global Financial Private Client’s Portfolio CAC Stock Details CAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-37
Closed -$1.12K – 563
2020
Q3 		$1.12K Hold
37
– – ﹤0.01% 431
2020
Q2 		$1.22K Hold
37
– – ﹤0.01% 480
2020
Q1 		$1.08K Hold
37
– – ﹤0.01% 489
2019
Q4 		$1.7K Buy
+37
New +$1.63K ﹤0.01% 493

Other funds holding CAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Financial Private Client's CAC Position: Q4 2020 in Review

Global Financial Private Client sold out of Camden National (CAC) in Q4 2020, closing a stake of 37 shares — an estimated $1.12K sold.

Global Financial Private Client first reported a position in CAC in Q4 2019 and held it in 4 quarters. The position peaked at $1.7K in Q4 2019. 129 funds tracked by Wall St. Rank hold CAC as of Q4 2020.

  • Global Financial Private Client reported no remaining Camden National position as of Q4 2020 after selling out during the quarter.
  • Global Financial Private Client sold 37 Camden National shares in Q4 2020, an estimated $1.12K.
  • Global Financial Private Client first reported a position in Camden National in Q4 2019 and held it in 4 quarters.
  • Global Financial Private Client's Camden National position peaked at $1.7K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Camden National as of Q4 2020.

Based on Global Financial Private Client's 13F filing for Q4 2020, filed 16 May 2024.