SMFS
NP

Squar Milner Financial Services’s Neenah, Inc. Common Stock NP Stock Holding History

Squar Milner Financial Services’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-489
Closed -$21K – 781
2020
Q1 		$21K Buy
489
+60
+14% +$3.55K 0.01% 467
2019
Q4 		$30K Buy
+429
New +$29.2K 0.02% 471
2019
Q3 		– Sell
-47
Closed -$3K – 782
2019
Q2 		$3K Buy
+47
New +$2.97K ﹤0.01% 705

Other funds holding NP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Neenah, Inc. Common Stock (NP) in Q2 2020, closing a stake of 489 shares — an estimated $21K sold.

Squar Milner Financial Services first reported a position in NP in Q2 2019 and held it in 3 quarters. The position peaked at $30K in Q4 2019. 179 funds tracked by Wall St. Rank hold NP as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Neenah, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 489 Neenah, Inc. Common Stock shares in Q2 2020, an estimated $21K.
  • Squar Milner Financial Services first reported a position in Neenah, Inc. Common Stock in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Neenah, Inc. Common Stock position peaked at $30K in Q4 2019.
  • 179 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q2 2020.

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