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Squar Milner Financial Services’s Ecopetrol EC Stock Holding History

Squar Milner Financial Services’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-604
Closed -$16K – 747
2018
Q3 		$16K Sell
604
-40
-6% -$885 0.01% 440
2018
Q2 		$13K Buy
+644
New +$13.6K 0.01% 537

Other funds holding EC

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Squar Milner Financial Services's EC Position: Q4 2018 in Review

Squar Milner Financial Services sold out of Ecopetrol (EC) in Q4 2018, closing a stake of 604 shares — an estimated $16K sold.

Squar Milner Financial Services first reported a position in EC in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 166 funds tracked by Wall St. Rank hold EC as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Ecopetrol position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 604 Ecopetrol shares in Q4 2018, an estimated $16K.
  • Squar Milner Financial Services first reported a position in Ecopetrol in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Ecopetrol position peaked at $16K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.