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Squar Milner Financial Services’s CenterPoint Energy CNP Stock Holding History

Squar Milner Financial Services’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-88
Closed -$1K – 309
2020
Q1 		$1K Buy
+88
New +$2.02K ﹤0.01% 706

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 CNP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of CenterPoint Energy (CNP) in Q2 2020, closing a stake of 88 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in CNP in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 529 funds tracked by Wall St. Rank hold CNP as of Q2 2020.

  • Squar Milner Financial Services reported no remaining CenterPoint Energy position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 88 CenterPoint Energy shares in Q2 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in CenterPoint Energy in Q1 2020 and held it in 1 quarter.
  • Squar Milner Financial Services's CenterPoint Energy position peaked at $1K in Q1 2020.
  • 529 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2020.

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