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Squar Milner Financial Services’s Celanese CE Stock Holding History

Squar Milner Financial Services’s Portfolio CE Stock Details CE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,429
Closed -$104K – 289
2020
Q1 		$104K Hold
1,429
– – 0.06% 253
2019
Q4 		$175K Buy
+1,429
New +$176K 0.09% 220
2019
Q3 		– Sell
-1,135
Closed -$122K – 299
2019
Q2 		$122K Sell
1,135
-330
-23% -$34.2K 0.08% 243
2019
Q1 		$144K Hold
1,465
– – 0.11% 207
2018
Q4 		$132K Hold
1,465
– – 0.13% 187
2018
Q3 		$167K Sell
1,465
-90
-6% -$10.3K 0.15% 182
2018
Q2 		$173K Buy
+1,555
New +$172K 0.15% 182

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Celanese (CE) in Q2 2020, closing a stake of 1,429 shares — an estimated $104K sold.

Squar Milner Financial Services first reported a position in CE in Q2 2018 and held it in 7 quarters. The position peaked at $175K in Q4 2019. 510 funds tracked by Wall St. Rank hold CE as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Celanese position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,429 Celanese shares in Q2 2020, an estimated $104K.
  • Squar Milner Financial Services first reported a position in Celanese in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Celanese position peaked at $175K in Q4 2019.
  • 510 funds tracked by Wall St. Rank held Celanese as of Q2 2020.

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