SMFS
EVBN

Squar Milner Financial Services’s Evans Bancorp Inc EVBN Stock Holding History

Squar Milner Financial Services’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-856
Closed -$20K – 753
2020
Q1 		$20K Buy
+856
New +$30.2K 0.01% 472

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Evans Bancorp Inc (EVBN) in Q2 2020, closing a stake of 856 shares — an estimated $20K sold.

Squar Milner Financial Services first reported a position in EVBN in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 64 funds tracked by Wall St. Rank hold EVBN as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Evans Bancorp Inc position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 856 Evans Bancorp Inc shares in Q2 2020, an estimated $20K.
  • Squar Milner Financial Services first reported a position in Evans Bancorp Inc in Q1 2020 and held it in 1 quarter.
  • Squar Milner Financial Services's Evans Bancorp Inc position peaked at $20K in Q1 2020.
  • 64 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2020.

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