SMFS
X

Squar Milner Financial Services’s US Steel X Stock Holding History

Squar Milner Financial Services’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-500
Closed -$5K – 887
2019
Q4 		$5K Buy
+500
New +$6.21K ﹤0.01% 649
2019
Q3 		– Sell
-500
Closed -$8K – 730
2019
Q2 		$8K Hold
500
– – 0.01% 543
2019
Q1 		$9K Hold
500
– – 0.01% 551
2018
Q4 		$9K Hold
500
– – 0.01% 490
2018
Q3 		$15K Hold
500
– – 0.01% 445
2018
Q2 		$17K Buy
+500
New +$17.9K 0.02% 512

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

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

Squar Milner Financial Services sold out of US Steel (X) in Q1 2020, closing a stake of 500 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in X in Q2 2018 and held it in 6 quarters. The position peaked at $17K in Q2 2018. 308 funds tracked by Wall St. Rank hold X as of Q1 2020.

  • Squar Milner Financial Services reported no remaining US Steel position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 500 US Steel shares in Q1 2020, an estimated $5K.
  • Squar Milner Financial Services first reported a position in US Steel in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's US Steel position peaked at $17K in Q2 2018.
  • 308 funds tracked by Wall St. Rank held US Steel as of Q1 2020.

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