ER
FOCS

Enlightenment Research’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Enlightenment Research’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
Q1 		– Sell
-200
Closed -$5K – 727
2018
Q4 		$5K Buy
+200
New +$6.98K 0.01% 703

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Enlightenment Research's FOCS Position: Q1 2019 in Review

Enlightenment Research sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2019, closing a stake of 200 shares — an estimated $5K sold.

Enlightenment Research first reported a position in FOCS in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 101 funds tracked by Wall St. Rank hold FOCS as of Q1 2019.

  • Enlightenment Research reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2019 after selling out during the quarter.
  • Enlightenment Research sold 200 Focus Financial Partners Inc. Class A shares in Q1 2019, an estimated $5K.
  • Enlightenment Research first reported a position in Focus Financial Partners Inc. Class A in Q4 2018 and held it in 1 quarter.
  • Enlightenment Research's Focus Financial Partners Inc. Class A position peaked at $5K in Q4 2018.
  • 101 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2019.

Based on Enlightenment Research's 13F filing for Q1 2019, filed 3 May 2019.