Brown Advisory’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Brown Advisory’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	-8,648	Closed	-$308K	–	1310
2019 Q1	$308K	Buy	+8,648	New	+$273K	﹤0.01%	1118
2018 Q4	–	Sell	-4,471	Closed	-$213K	–	1360
2018 Q3	$213K	Buy	+4,471	New	+$191K	﹤0.01%	1248

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Brown Advisory's FOCS Position: Q2 2019 in Review

Brown Advisory sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2019, closing a stake of 8,648 shares — an estimated $308K sold.

Brown Advisory first reported a position in FOCS in Q3 2018 and held it in 2 quarters. The position peaked at $308K in Q1 2019. 112 funds tracked by Wall St. Rank hold FOCS as of Q2 2019.

Brown Advisory reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2019 after selling out during the quarter.
Brown Advisory sold 8,648 Focus Financial Partners Inc. Class A shares in Q2 2019, an estimated $308K.
Brown Advisory first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 2 quarters.
Brown Advisory's Focus Financial Partners Inc. Class A position peaked at $308K in Q1 2019.
112 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2019.

Based on Brown Advisory's 13F filing for Q2 2019, filed 12 Aug 2019.