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Squar Milner Financial Services’s Spire SR Stock Holding History

Squar Milner Financial Services’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-24
Closed -$1K – 643
2020
Q1 		$1K Buy
24
+7
+41% +$561 ﹤0.01% 737
2019
Q4 		$1K Buy
+17
New +$1.39K ﹤0.01% 804

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State Street
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 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 SR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Spire (SR) in Q2 2020, closing a stake of 24 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in SR in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 273 funds tracked by Wall St. Rank hold SR as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Spire position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 24 Spire shares in Q2 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in Spire in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Spire position peaked at $1K in Q1 2020.
  • 273 funds tracked by Wall St. Rank held Spire as of Q2 2020.

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