Family Management’s Acadia Pharmaceuticals ACAD Stock Holding History

Family Management’s Portfolio ACAD Stock Details ACAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-29,500	Closed	-$1.11M	–	61
2017 Q3	$1.11M	Sell	29,500 -6,000	-17%	-$195K	0.76%	31
2017 Q2	$990K	Hold	35,500	–	–	0.68%	32
2017 Q1	$1.22M	Buy	35,500 +16,000	+82%	+$565K	0.84%	29
2016 Q4	$562K	Hold	19,500	–	–	0.38%	39
2016 Q3	$620K	Buy	19,500 +9,500	+95%	+$322K	0.35%	48
2016 Q2	$325K	Buy	+10,000	New	+$335K	0.18%	57

Other funds holding ACAD

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Family Management's ACAD Position: Q4 2017 in Review

Family Management sold out of Acadia Pharmaceuticals (ACAD) in Q4 2017, closing a stake of 29,500 shares — an estimated $1.11M sold.

Family Management first reported a position in ACAD in Q2 2016 and held it in 6 quarters. The position peaked at $1.22M in Q1 2017. 210 funds tracked by Wall St. Rank hold ACAD as of Q4 2017.

Family Management reported no remaining Acadia Pharmaceuticals position as of Q4 2017 after selling out during the quarter.
Family Management sold 29,500 Acadia Pharmaceuticals shares in Q4 2017, an estimated $1.11M.
Family Management first reported a position in Acadia Pharmaceuticals in Q2 2016 and held it in 6 quarters.
Family Management's Acadia Pharmaceuticals position peaked at $1.22M in Q1 2017.
210 funds tracked by Wall St. Rank held Acadia Pharmaceuticals as of Q4 2017.

Based on Family Management's 13F filing for Q4 2017, filed 15 Feb 2018.