SMFS
EEX

Squar Milner Financial Services’s Emerald Holding EEX Stock Holding History

Squar Milner Financial Services’s Portfolio EEX Stock Details EEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-229
Closed -$4K – 748
2018
Q3 		$4K Hold
229
– – ﹤0.01% 639
2018
Q2 		$5K Buy
+229
New +$4.62K ﹤0.01% 690

Other funds holding EEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Emerald Holding (EEX) in Q4 2018, closing a stake of 229 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in EEX in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 103 funds tracked by Wall St. Rank hold EEX as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Emerald Holding position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 229 Emerald Holding shares in Q4 2018, an estimated $4K.
  • Squar Milner Financial Services first reported a position in Emerald Holding in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Emerald Holding position peaked at $5K in Q2 2018.
  • 103 funds tracked by Wall St. Rank held Emerald Holding as of Q4 2018.

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