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Squar Milner Financial Services’s Acco Brands ACCO Stock Holding History

Squar Milner Financial Services’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1
Closed – – 218
2020
Q1 		$0 Hold
1
– – ﹤0.01% 752
2019
Q4 		$0 Buy
+1
New +$9 ﹤0.01% 817
2019
Q3 		– Sell
-1
Closed – – 222
2019
Q2 		$0 Hold
1
– – ﹤0.01% 794
2019
Q1 		$0 Hold
1
– – ﹤0.01% 818
2018
Q4 		$0 Hold
1
– – ﹤0.01% 731
2018
Q3 		$0 Hold
1
– – ﹤0.01% 752
2018
Q2 		$0 Buy
+1
New +$13 ﹤0.01% 837

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's ACCO Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Acco Brands (ACCO) in Q2 2020, closing a stake of 1 share.

Squar Milner Financial Services first reported a position in ACCO in Q2 2018 and held it in 7 quarters. The position peaked at $0 in Q1 2020. 185 funds tracked by Wall St. Rank hold ACCO as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Acco Brands position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1 Acco Brands share in Q2 2020.
  • Squar Milner Financial Services first reported a position in Acco Brands in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Acco Brands position peaked at $0 in Q1 2020.
  • 185 funds tracked by Wall St. Rank held Acco Brands as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.