Squar Milner Financial Services’s ConocoPhillips COP Stock Holding History

Squar Milner Financial Services’s Portfolio COP Stock Details COP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-953	Closed	-$29K	–	312
2020 Q1	$29K	Hold	953	–	–	0.02%	415
2019 Q4	$61K	Buy	+953	New	+$56K	0.03%	389
2019 Q3	–	Sell	-503	Closed	-$31K	–	319
2019 Q2	$31K	Hold	503	–	–	0.02%	405
2019 Q1	$33K	Hold	503	–	–	0.02%	372
2018 Q4	$31K	Hold	503	–	–	0.03%	342
2018 Q3	$39K	Sell	503 -52	-9%	-$3.75K	0.04%	330
2018 Q2	$39K	Buy	+555	New	+$37K	0.03%	372

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Squar Milner Financial Services sold out of ConocoPhillips (COP) in Q2 2020, closing a stake of 953 shares — an estimated $29K sold.

Squar Milner Financial Services first reported a position in COP in Q2 2018 and held it in 7 quarters. The position peaked at $61K in Q4 2019. 1,387 funds tracked by Wall St. Rank hold COP as of Q2 2020.

Squar Milner Financial Services reported no remaining ConocoPhillips position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 953 ConocoPhillips shares in Q2 2020, an estimated $29K.
Squar Milner Financial Services first reported a position in ConocoPhillips in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's ConocoPhillips position peaked at $61K in Q4 2019.
1,387 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2020.

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