Squar Milner Financial Services’s PJT Partners PJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-846	Closed	-$36K	–	563
2020 Q1	$36K	Buy	846 +94	+13%	+$4.12K	0.02%	392
2019 Q4	$33K	Buy	+752	New	+$31.6K	0.02%	454
2019 Q3	–	Sell	-156	Closed	-$6K	–	570
2019 Q2	$6K	Buy	156 +82	+111%	+$3.34K	﹤0.01%	578
2019 Q1	$3K	Hold	74	–	–	﹤0.01%	740
2018 Q4	$3K	Hold	74	–	–	﹤0.01%	659
2018 Q3	$4K	Sell	74 -20	-21%	-$1.13K	﹤0.01%	654
2018 Q2	$5K	Buy	+94	New	+$5.14K	﹤0.01%	704

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MFM

MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Squar Milner Financial Services sold out of PJT Partners (PJT) in Q2 2020, closing a stake of 846 shares — an estimated $36K sold.

Squar Milner Financial Services first reported a position in PJT in Q2 2018 and held it in 7 quarters. The position peaked at $36K in Q1 2020. 205 funds tracked by Wall St. Rank hold PJT as of Q2 2020.

Squar Milner Financial Services reported no remaining PJT Partners position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 846 PJT Partners shares in Q2 2020, an estimated $36K.
Squar Milner Financial Services first reported a position in PJT Partners in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's PJT Partners position peaked at $36K in Q1 2020.
205 funds tracked by Wall St. Rank held PJT Partners as of Q2 2020.

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