SMFS
CNXM

Squar Milner Financial Services’s CNX Midstream Partners LP CNXM Stock Holding History

Squar Milner Financial Services’s Portfolio CNXM Stock Details CNXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,210
Closed -$17K – 800
2019
Q2 		$17K Sell
1,210
-440
-27% -$6.53K 0.01% 476
2019
Q1 		$25K Buy
+1,650
New +$26.4K 0.02% 405

Other funds holding CNXM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
OCM
Oakview Capital Management Dallas, Texas $21.6M AUM 20.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Squar Milner Financial Services's CNXM Position: Q3 2019 in Review

Squar Milner Financial Services sold out of CNX Midstream Partners LP (CNXM) in Q3 2019, closing a stake of 1,210 shares — an estimated $17K sold.

Squar Milner Financial Services first reported a position in CNXM in Q1 2019 and held it in 2 quarters. The position peaked at $25K in Q1 2019. 92 funds tracked by Wall St. Rank hold CNXM as of Q3 2019.

  • Squar Milner Financial Services reported no remaining CNX Midstream Partners LP position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,210 CNX Midstream Partners LP shares in Q3 2019, an estimated $17K.
  • Squar Milner Financial Services first reported a position in CNX Midstream Partners LP in Q1 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's CNX Midstream Partners LP position peaked at $25K in Q1 2019.
  • 92 funds tracked by Wall St. Rank held CNX Midstream Partners LP as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.