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Squar Milner Financial Services’s B&G Foods BGS Stock Holding History

Squar Milner Financial Services’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-25
Closed – – 262
2020
Q1 		$0 Hold
25
– – ﹤0.01% 765
2019
Q4 		$0 Buy
+25
New +$421 ﹤0.01% 823
2019
Q3 		– Sell
-25
Closed -$1K – 270
2019
Q2 		$1K Hold
25
– – ﹤0.01% 766
2019
Q1 		$0 Hold
25
– – ﹤0.01% 821
2018
Q4 		$1K Hold
25
– – ﹤0.01% 714
2018
Q3 		$1K Hold
25
– – ﹤0.01% 736
2018
Q2 		$1K Buy
+25
New +$671 ﹤0.01% 820

Other funds holding BGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Squar Milner Financial Services sold out of B&G Foods (BGS) in Q2 2020, closing a stake of 25 shares.

Squar Milner Financial Services first reported a position in BGS in Q2 2018 and held it in 7 quarters. The position peaked at $1K in Q2 2019. 247 funds tracked by Wall St. Rank hold BGS as of Q2 2020.

  • Squar Milner Financial Services reported no remaining B&G Foods position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 25 B&G Foods shares in Q2 2020.
  • Squar Milner Financial Services first reported a position in B&G Foods in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's B&G Foods position peaked at $1K in Q2 2019.
  • 247 funds tracked by Wall St. Rank held B&G Foods as of Q2 2020.

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