Squar Milner Financial Services’s State Street Global Allocation ETF GAL Stock Holding History

Squar Milner Financial Services’s Portfolio GAL Stock Details GAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,015	Closed	-$66K	–	394
2020 Q1	$66K	Sell	2,015 -605	-23%	-$22.8K	0.04%	336
2019 Q4	$104K	Buy	+2,620	New	+$103K	0.05%	317
2019 Q3	–	Sell	-2,869	Closed	-$110K	–	398
2019 Q2	$110K	Hold	2,869	–	–	0.07%	263
2019 Q1	$108K	Sell	2,869 -116	-4%	-$4.26K	0.08%	247
2018 Q4	$103K	Sell	2,985 -300	-9%	-$10.9K	0.1%	217
2018 Q3	$127K	Buy	+3,285	New	+$126K	0.11%	212

Other funds holding GAL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Squar Milner Financial Services sold out of State Street Global Allocation ETF (GAL) in Q2 2020, closing a stake of 2,015 shares — an estimated $66K sold.

Squar Milner Financial Services first reported a position in GAL in Q3 2018 and held it in 6 quarters. The position peaked at $127K in Q3 2018. 41 funds tracked by Wall St. Rank hold GAL as of Q2 2020.

Squar Milner Financial Services reported no remaining State Street Global Allocation ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,015 State Street Global Allocation ETF shares in Q2 2020, an estimated $66K.
Squar Milner Financial Services first reported a position in State Street Global Allocation ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's State Street Global Allocation ETF position peaked at $127K in Q3 2018.
41 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2020.

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