ECM
FOCS

Engle Capital Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Engle Capital Management’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
2018
Q4 		– Sell
-440,000
Closed -$20.9M – 25
2018
Q3 		$20.9M Buy
+440,000
New +$18.8M 6.92% 5

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Engle Capital Management's FOCS Position: Q4 2018 in Review

Engle Capital Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2018, closing a stake of 440,000 shares — an estimated $20.9M sold.

Engle Capital Management first reported a position in FOCS in Q3 2018 and held it in 1 quarter. The position peaked at $20.9M in Q3 2018. 80 funds tracked by Wall St. Rank hold FOCS as of Q4 2018.

  • Engle Capital Management reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2018 after selling out during the quarter.
  • Engle Capital Management sold 440,000 Focus Financial Partners Inc. Class A shares in Q4 2018, an estimated $20.9M.
  • Engle Capital Management first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 1 quarter.
  • Engle Capital Management's Focus Financial Partners Inc. Class A position peaked at $20.9M in Q3 2018.
  • 80 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2018.

Based on Engle Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.