SMFS
AAP icon

Squar Milner Financial Services’s Advance Auto Parts AAP Stock Holding History

Squar Milner Financial Services’s Portfolio AAP Stock Details AAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-656
Closed -$110K – 730
2018
Q3 		$110K Sell
656
-888
-58% -$136K 0.1% 232
2018
Q2 		$210K Sell
1,544
-898
-37% -$109K 0.19% 147
2018
Q1 		$289K Hold
2,442
– – 0.36% 100
2017
Q4 		$300K Buy
+2,442
New +$225K 0.36% 97

Other funds holding AAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Squar Milner Financial Services's AAP Position: Q4 2018 in Review

Squar Milner Financial Services sold out of Advance Auto Parts (AAP) in Q4 2018, closing a stake of 656 shares — an estimated $110K sold.

Squar Milner Financial Services first reported a position in AAP in Q4 2017 and held it in 4 quarters. The position peaked at $300K in Q4 2017. 541 funds tracked by Wall St. Rank hold AAP as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Advance Auto Parts position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 656 Advance Auto Parts shares in Q4 2018, an estimated $110K.
  • Squar Milner Financial Services first reported a position in Advance Auto Parts in Q4 2017 and held it in 4 quarters.
  • Squar Milner Financial Services's Advance Auto Parts position peaked at $300K in Q4 2017.
  • 541 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.