Squar Milner Financial Services’s Barron's 400 ETF BFOR Stock Holding History

Squar Milner Financial Services’s Portfolio BFOR Stock Details BFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,000	Closed	-$42K	–	764
2019 Q4	$42K	Buy	+4,000	New	+$41.2K	0.02%	427
2019 Q3	–	Sell	-28,388	Closed	-$287K	–	269
2019 Q2	$287K	Sell	28,388 -2,004	-7%	-$20.2K	0.19%	123
2019 Q1	$304K	Sell	30,392 -40,572	-57%	-$401K	0.22%	110
2018 Q4	$629K	Buy	70,964 +840	+1%	+$8.35K	0.6%	31
2018 Q3	$789K	Buy	70,124 +8	+0%	+$90	0.71%	24
2018 Q2	$762K	Sell	70,116 -16	-0%	-$171	0.67%	30
2018 Q1	$730K	Buy	70,132 +2,448	+4%	+$25.9K	0.92%	25
2017 Q4	$743K	Buy	+67,684	New	+$688K	0.9%	27

Other funds holding BFOR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Barron's 400 ETF (BFOR) in Q1 2020, closing a stake of 4,000 shares — an estimated $42K sold.

Squar Milner Financial Services first reported a position in BFOR in Q4 2017 and held it in 8 quarters. The position peaked at $789K in Q3 2018. 22 funds tracked by Wall St. Rank hold BFOR as of Q1 2020.

Squar Milner Financial Services reported no remaining Barron's 400 ETF position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,000 Barron's 400 ETF shares in Q1 2020, an estimated $42K.
Squar Milner Financial Services first reported a position in Barron's 400 ETF in Q4 2017 and held it in 8 quarters.
Squar Milner Financial Services's Barron's 400 ETF position peaked at $789K in Q3 2018.
22 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2020.

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