Squar Milner Financial Services’s Warner Bros WBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-13	Closed	–	–	881
2019 Q4	$0	Buy	+13	New	+$392	﹤0.01%	870

Other funds holding WBD

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squar Milner Financial Services's WBD Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Warner Bros (WBD) in Q1 2020, closing a stake of 13 shares.

Squar Milner Financial Services first reported a position in WBD in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 522 funds tracked by Wall St. Rank hold WBD as of Q1 2020.

Squar Milner Financial Services reported no remaining Warner Bros position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 13 Warner Bros shares in Q1 2020.
Squar Milner Financial Services first reported a position in Warner Bros in Q4 2019 and held it in 1 quarter.
Squar Milner Financial Services's Warner Bros position peaked at $0 in Q4 2019.
522 funds tracked by Wall St. Rank held Warner Bros as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.