Squar Milner Financial Services’s Perspecta Inc. Common Stock PRSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-457	Closed	-$8K	–	790
2020 Q1	$8K	Hold	457	–	–	﹤0.01%	564
2019 Q4	$12K	Buy	+457	New	+$12.2K	0.01%	571
2019 Q3	–	Sell	-964	Closed	-$23K	–	792
2019 Q2	$23K	Sell	964 -358	-27%	-$8.04K	0.02%	450
2019 Q1	$26K	Hold	1,322	–	–	0.02%	401
2018 Q4	$23K	Hold	1,322	–	–	0.02%	380
2018 Q3	$34K	Sell	1,322 -17	-1%	-$397	0.03%	350
2018 Q2	$28K	Buy	+1,339	New	+$30K	0.02%	434

Other funds holding PRSP

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

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EAM

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

CTA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Perspecta Inc. Common Stock (PRSP) in Q2 2020, closing a stake of 457 shares — an estimated $8K sold.

Squar Milner Financial Services first reported a position in PRSP in Q2 2018 and held it in 7 quarters. The position peaked at $34K in Q3 2018. 421 funds tracked by Wall St. Rank hold PRSP as of Q2 2020.

Squar Milner Financial Services reported no remaining Perspecta Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 457 Perspecta Inc. Common Stock shares in Q2 2020, an estimated $8K.
Squar Milner Financial Services first reported a position in Perspecta Inc. Common Stock in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Perspecta Inc. Common Stock position peaked at $34K in Q3 2018.
421 funds tracked by Wall St. Rank held Perspecta Inc. Common Stock as of Q2 2020.

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