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Squar Milner Financial Services’s Coastal Financial CCB Stock Holding History

Squar Milner Financial Services’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,023
Closed -$21K – 288
2020
Q1 		$21K Buy
2,023
+206
+11% +$3.22K 0.01% 460
2019
Q4 		$29K Buy
+1,817
New +$29.4K 0.01% 472
2019
Q3 		– Sell
-199
Closed -$3K – 296
2019
Q2 		$3K Buy
+199
New +$3.24K ﹤0.01% 652

Other funds holding CCB

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 CCB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Coastal Financial (CCB) in Q2 2020, closing a stake of 2,023 shares — an estimated $21K sold.

Squar Milner Financial Services first reported a position in CCB in Q2 2019 and held it in 3 quarters. The position peaked at $29K in Q4 2019. 64 funds tracked by Wall St. Rank hold CCB as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Coastal Financial position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,023 Coastal Financial shares in Q2 2020, an estimated $21K.
  • Squar Milner Financial Services first reported a position in Coastal Financial in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Coastal Financial position peaked at $29K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2020.

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