SMFS
ATCO

Squar Milner Financial Services’s Atlas Corp. ATCO Stock Holding History

Squar Milner Financial Services’s Portfolio ATCO Stock Details ATCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,600
Closed -$36K – 903
2019
Q4 		$36K Buy
+2,600
New +$31K 0.02% 444
2019
Q3 		– Sell
-5,350
Closed -$52K – 777
2019
Q2 		$52K Hold
5,350
– – 0.04% 346
2019
Q1 		$46K Hold
5,350
– – 0.03% 328
2018
Q4 		$42K Sell
5,350
-1,250
-19% -$10.9K 0.04% 310
2018
Q3 		$55K Sell
6,600
-700
-10% -$6.3K 0.05% 292
2018
Q2 		$74K Buy
+7,300
New +$60.6K 0.07% 283

Other funds holding ATCO

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
SCM
SKBA Capital Management San Francisco, California $728M AUM 12.18% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Atlas Corp. (ATCO) in Q1 2020, closing a stake of 2,600 shares — an estimated $36K sold.

Squar Milner Financial Services first reported a position in ATCO in Q2 2018 and held it in 6 quarters. The position peaked at $74K in Q2 2018. 121 funds tracked by Wall St. Rank hold ATCO as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Atlas Corp. position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,600 Atlas Corp. shares in Q1 2020, an estimated $36K.
  • Squar Milner Financial Services first reported a position in Atlas Corp. in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's Atlas Corp. position peaked at $74K in Q2 2018.
  • 121 funds tracked by Wall St. Rank held Atlas Corp. as of Q1 2020.

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