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Squar Milner Financial Services’s Cheniere Energy CQP Stock Holding History

Squar Milner Financial Services’s Portfolio CQP Stock Details CQP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-400
Closed -$10K – 316
2020
Q1 		$10K Hold
400
– – 0.01% 538
2019
Q4 		$15K Buy
+400
New +$16.8K 0.01% 549
2019
Q3 		– Sell
-400
Closed -$17K – 323
2019
Q2 		$17K Hold
400
– – 0.01% 472
2019
Q1 		$16K Sell
400
-1,210
-75% -$49.9K 0.01% 450
2018
Q4 		$58K Hold
1,610
– – 0.06% 273
2018
Q3 		$64K Buy
+1,610
New +$60.8K 0.06% 278

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Cheniere Energy (CQP) in Q2 2020, closing a stake of 400 shares — an estimated $10K sold.

Squar Milner Financial Services first reported a position in CQP in Q3 2018 and held it in 6 quarters. The position peaked at $64K in Q3 2018. 141 funds tracked by Wall St. Rank hold CQP as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Cheniere Energy position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 400 Cheniere Energy shares in Q2 2020, an estimated $10K.
  • Squar Milner Financial Services first reported a position in Cheniere Energy in Q3 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's Cheniere Energy position peaked at $64K in Q3 2018.
  • 141 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2020.

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