Emerald Mutual Fund Advisers Trust’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2020 Q4	–	Sell	-44,418	Closed	-$1.46M	–	344
2020 Q3	$1.46M	Hold	44,418	–	–	0.06%	149
2020 Q2	$1.47M	Sell	44,418 -46,522	-51%	-$1.16M	0.07%	147
2020 Q1	$2.09M	Sell	90,940 -152,546	-63%	-$4.05M	0.13%	133
2019 Q4	$7.18M	Hold	243,486	–	–	0.29%	112
2019 Q3	$5.79M	Buy	+243,486	New	+$5.99M	0.26%	119
2018 Q4	–	Sell	-202,153	Closed	-$9.59M	–	242
2018 Q3	$9.59M	Buy	+202,153	New	+$8.63M	0.32%	115

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

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

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

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

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

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's FOCS Position: Q4 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2020, closing a stake of 44,418 shares — an estimated $1.46M sold.

Emerald Mutual Fund Advisers Trust first reported a position in FOCS in Q3 2018 and held it in 6 quarters. The position peaked at $9.59M in Q3 2018. 164 funds tracked by Wall St. Rank hold FOCS as of Q4 2020.

Emerald Mutual Fund Advisers Trust reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2020 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 44,418 Focus Financial Partners Inc. Class A shares in Q4 2020, an estimated $1.46M.
Emerald Mutual Fund Advisers Trust first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 6 quarters.
Emerald Mutual Fund Advisers Trust's Focus Financial Partners Inc. Class A position peaked at $9.59M in Q3 2018.
164 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2020, filed 29 Jan 2021.