SMFS
JWN

Squar Milner Financial Services’s Nordstrom JWN Stock Holding History

Squar Milner Financial Services’s Portfolio JWN Stock Details JWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-286
Closed -$4K – 469
2020
Q1 		$4K Buy
286
+86
+43% +$2.87K ﹤0.01% 621
2019
Q4 		$8K Buy
+200
New +$7.4K ﹤0.01% 601
2019
Q3 		– Sell
-200
Closed -$6K – 475
2019
Q2 		$6K Hold
200
– – ﹤0.01% 573
2019
Q1 		$8K Hold
200
– – 0.01% 572
2018
Q4 		$9K Hold
200
– – 0.01% 481
2018
Q3 		$12K Hold
200
– – 0.01% 468
2018
Q2 		$10K Buy
+200
New +$9.92K 0.01% 584

Other funds holding JWN

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Nordstrom (JWN) in Q2 2020, closing a stake of 286 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in JWN in Q2 2018 and held it in 7 quarters. The position peaked at $12K in Q3 2018. 399 funds tracked by Wall St. Rank hold JWN as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Nordstrom position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 286 Nordstrom shares in Q2 2020, an estimated $4K.
  • Squar Milner Financial Services first reported a position in Nordstrom in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Nordstrom position peaked at $12K in Q3 2018.
  • 399 funds tracked by Wall St. Rank held Nordstrom as of Q2 2020.

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