BA
FOCS

Boston Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Boston Advisors’s Portfolio FOCS Stock Details FOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-11,534
Closed -$411K – 676
2019
Q1 		$411K Buy
11,534
+150
+1% +$4.73K 0.02% 498
2018
Q4 		$300K Buy
+11,384
New +$397K 0.02% 535

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Boston Advisors's FOCS Position: Q2 2019 in Review

Boston Advisors sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2019, closing a stake of 11,534 shares — an estimated $411K sold.

Boston Advisors first reported a position in FOCS in Q4 2018 and held it in 2 quarters. The position peaked at $411K in Q1 2019. 112 funds tracked by Wall St. Rank hold FOCS as of Q2 2019.

  • Boston Advisors reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2019 after selling out during the quarter.
  • Boston Advisors sold 11,534 Focus Financial Partners Inc. Class A shares in Q2 2019, an estimated $411K.
  • Boston Advisors first reported a position in Focus Financial Partners Inc. Class A in Q4 2018 and held it in 2 quarters.
  • Boston Advisors's Focus Financial Partners Inc. Class A position peaked at $411K in Q1 2019.
  • 112 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2019.

Based on Boston Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.