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Squar Milner Financial Services’s FMC FMC Stock Holding History

Squar Milner Financial Services’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-516
Closed -$42K – 386
2020
Q1 		$42K Buy
516
+63
+14% +$5.85K 0.03% 376
2019
Q4 		$45K Buy
+453
New +$42.1K 0.02% 418
2019
Q3 		– Sell
-383
Closed -$32K – 391
2019
Q2 		$32K Buy
383
+130
+51% +$10.2K 0.02% 403
2019
Q1 		$19K Buy
253
+170
+205% +$12.5K 0.01% 432
2018
Q4 		$5K Hold
83
– – ﹤0.01% 558
2018
Q3 		$6K Hold
83
– – 0.01% 574
2018
Q2 		$6K Buy
+83
New +$6.16K 0.01% 664

Other funds holding FMC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Squar Milner Financial Services sold out of FMC (FMC) in Q2 2020, closing a stake of 516 shares — an estimated $42K sold.

Squar Milner Financial Services first reported a position in FMC in Q2 2018 and held it in 7 quarters. The position peaked at $45K in Q4 2019. 584 funds tracked by Wall St. Rank hold FMC as of Q2 2020.

  • Squar Milner Financial Services reported no remaining FMC position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 516 FMC shares in Q2 2020, an estimated $42K.
  • Squar Milner Financial Services first reported a position in FMC in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's FMC position peaked at $45K in Q4 2019.
  • 584 funds tracked by Wall St. Rank held FMC as of Q2 2020.

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