AG
ESPR

Advisor Group’s Esperion Therapeutics ESPR Stock Holding History

Advisor Group’s Portfolio ESPR Stock Details ESPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$51K Sell
850
-421
-33% -$18.9K ﹤0.01% 3400
2019
Q3 		$47K Hold
1,271
– – ﹤0.01% 3441
2019
Q2 		$59K Buy
1,271
+112
+10% +$5.26K ﹤0.01% 3239
2019
Q1 		$47K Buy
1,159
+212
+22% +$9.51K ﹤0.01% 3432
2018
Q4 		$44K Buy
947
+291
+44% +$14K ﹤0.01% 3263
2018
Q3 		$29K Buy
656
+593
+941% +$27.2K ﹤0.01% 3649
2018
Q2 		$2K Sell
63
-912
-94% -$46.1K ﹤0.01% 4665
2018
Q1 		$70K Buy
975
+654
+204% +$48K ﹤0.01% 2823
2017
Q4 		$21K Hold
321
– – ﹤0.01% 3690
2017
Q3 		$17K Buy
321
+286
+817% +$13.8K ﹤0.01% 3643
2017
Q2 		$2K Buy
+35
New +$1.29K ﹤0.01% 4504
2017
Q1 		– Sell
-200
Closed -$3K – 4713
2016
Q4 		$3K Sell
200
-14,237
-99% -$170K ﹤0.01% 4102
2016
Q3 		$200K Buy
14,437
+85
+0.6% +$963 ﹤0.01% 1522
2016
Q2 		$140K Buy
+14,352
New +$238K ﹤0.01% 1698

Other funds holding ESPR

BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RPAM
Rhenman & Partners Asset Management Stockholm, Sweden $1.06B AUM 52.03% 1-Year Est. Return

Advisor Group's ESPR Position: Q4 2019 in Review

Advisor Group reduced its Esperion Therapeutics (ESPR) stake by 33% in Q4 2019, selling an estimated $18.9K and leaving 850 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

Advisor Group first reported a position in ESPR in Q2 2016 and has held it in 14 quarters since. The position peaked at $200K in Q3 2016. 172 funds tracked by Wall St. Rank hold ESPR as of Q4 2019.

  • Advisor Group held 850 shares of Esperion Therapeutics worth $51K as of Q4 2019.
  • Advisor Group sold 421 Esperion Therapeutics shares in Q4 2019, an estimated $18.9K.
  • Esperion Therapeutics made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3400 holding.
  • Advisor Group first reported a position in Esperion Therapeutics in Q2 2016 and has held it in 14 quarters since.
  • Advisor Group's Esperion Therapeutics position peaked at $200K in Q3 2016.
  • 172 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.