SMFS
NBL

Squar Milner Financial Services’s Noble Energy, Inc. NBL Stock Holding History

Squar Milner Financial Services’s Portfolio NBL Stock Details NBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-167
Closed -$5K – 791
2018
Q3 		$5K Hold
167
– – ﹤0.01% 631
2018
Q2 		$6K Buy
+167
New +$5.68K 0.01% 677

Other funds holding NBL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Squar Milner Financial Services's NBL Position: Q4 2018 in Review

Squar Milner Financial Services sold out of Noble Energy, Inc. (NBL) in Q4 2018, closing a stake of 167 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in NBL in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2018. 485 funds tracked by Wall St. Rank hold NBL as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Noble Energy, Inc. position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 167 Noble Energy, Inc. shares in Q4 2018, an estimated $5K.
  • Squar Milner Financial Services first reported a position in Noble Energy, Inc. in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Noble Energy, Inc. position peaked at $6K in Q2 2018.
  • 485 funds tracked by Wall St. Rank held Noble Energy, Inc. as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.