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Squar Milner Financial Services’s MKS Inc MKSI Stock Holding History

Squar Milner Financial Services’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-45
Closed -$4K – 849
2019
Q1 		$4K Hold
45
– – ﹤0.01% 695
2018
Q4 		$3K Hold
45
– – ﹤0.01% 655
2018
Q3 		$4K Sell
45
-49
-52% -$4.48K ﹤0.01% 650
2018
Q2 		$9K Buy
+94
New +$10.3K 0.01% 615

Other funds holding MKSI

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Squar Milner Financial Services's MKSI Position: Q2 2019 in Review

Squar Milner Financial Services sold out of MKS Inc (MKSI) in Q2 2019, closing a stake of 45 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in MKSI in Q2 2018 and held it in 4 quarters. The position peaked at $9K in Q2 2018. 310 funds tracked by Wall St. Rank hold MKSI as of Q2 2019.

  • Squar Milner Financial Services reported no remaining MKS Inc position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 45 MKS Inc shares in Q2 2019, an estimated $4K.
  • Squar Milner Financial Services first reported a position in MKS Inc in Q2 2018 and held it in 4 quarters.
  • Squar Milner Financial Services's MKS Inc position peaked at $9K in Q2 2018.
  • 310 funds tracked by Wall St. Rank held MKS Inc as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.