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Squar Milner Financial Services’s Cisco CSCO Stock Holding History

Squar Milner Financial Services’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-30,153
Closed -$1.41M – 41
2020
Q2 		$1.41M Buy
30,153
+5,009
+20% +$220K 0.8% 24
2020
Q1 		$988K Buy
25,144
+2,818
+13% +$124K 0.59% 24
2019
Q4 		$1.07M Sell
22,326
-9,475
-30% -$440K 0.53% 27
2019
Q3 		$1.25M Buy
31,801
+13,647
+75% +$709K 0.64% 38
2019
Q2 		$994K Buy
18,154
+1,989
+12% +$110K 0.67% 26
2019
Q1 		$872K Buy
16,165
+1,818
+13% +$88.3K 0.64% 27
2018
Q4 		$622K Buy
14,347
+300
+2% +$13.7K 0.6% 32
2018
Q3 		$683K Sell
14,047
-4,309
-23% -$194K 0.61% 31
2018
Q2 		$790K Buy
18,356
+20
+0.1% +$874 0.7% 27
2018
Q1 		$786K Buy
18,336
+139
+0.8% +$5.89K 0.99% 21
2017
Q4 		$780K Buy
+18,197
New +$650K 0.94% 25

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's CSCO Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Cisco (CSCO) in Q3 2020, closing a stake of 30,153 shares — an estimated $1.41M sold.

Squar Milner Financial Services first reported a position in CSCO in Q4 2017 and held it in 11 quarters. The position peaked at $1.41M in Q2 2020. 2,437 funds tracked by Wall St. Rank hold CSCO as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Cisco position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 30,153 Cisco shares in Q3 2020, an estimated $1.41M.
  • Squar Milner Financial Services first reported a position in Cisco in Q4 2017 and held it in 11 quarters.
  • Squar Milner Financial Services's Cisco position peaked at $1.41M in Q2 2020.
  • 2,437 funds tracked by Wall St. Rank held Cisco as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.