SMFS
AGR

Squar Milner Financial Services’s Avangrid, Inc. AGR Stock Holding History

Squar Milner Financial Services’s Portfolio AGR Stock Details AGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6
Closed – – 896
2019
Q4 		$0 Buy
+6
New +$299 ﹤0.01% 879

Other funds holding AGR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Squar Milner Financial Services's AGR Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Avangrid, Inc. (AGR) in Q1 2020, closing a stake of 6 shares.

Squar Milner Financial Services first reported a position in AGR in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 255 funds tracked by Wall St. Rank hold AGR as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Avangrid, Inc. position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 6 Avangrid, Inc. shares in Q1 2020.
  • Squar Milner Financial Services first reported a position in Avangrid, Inc. in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Avangrid, Inc. position peaked at $0 in Q4 2019.
  • 255 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.