SMFS
BP icon

Squar Milner Financial Services’s BP BP Stock Holding History

Squar Milner Financial Services’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,726
Closed -$66K – 274
2020
Q1 		$66K Hold
2,726
– – 0.04% 335
2019
Q4 		$102K Buy
+2,726
New +$104K 0.05% 320
2019
Q3 		– Sell
-2,883
Closed -$118K – 281
2019
Q2 		$118K Sell
2,883
-164
-5% -$6.88K 0.08% 250
2019
Q1 		$130K Buy
3,047
+122
+4% +$5K 0.1% 221
2018
Q4 		$108K Sell
2,925
-44
-1% -$1.76K 0.1% 213
2018
Q3 		$131K Buy
2,969
+2,109
+245% +$88.2K 0.12% 209
2018
Q2 		$37K Buy
+860
New +$36.1K 0.03% 385

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Squar Milner Financial Services sold out of BP (BP) in Q2 2020, closing a stake of 2,726 shares — an estimated $66K sold.

Squar Milner Financial Services first reported a position in BP in Q2 2018 and held it in 7 quarters. The position peaked at $131K in Q3 2018. 942 funds tracked by Wall St. Rank hold BP as of Q2 2020.

  • Squar Milner Financial Services reported no remaining BP position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,726 BP shares in Q2 2020, an estimated $66K.
  • Squar Milner Financial Services first reported a position in BP in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's BP position peaked at $131K in Q3 2018.
  • 942 funds tracked by Wall St. Rank held BP as of Q2 2020.

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