FPFS
AERI

First Personal Financial Services’s Aerie Pharmaceuticals AERI Stock Holding History

First Personal Financial Services’s Portfolio AERI Stock Details AERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-323
Closed -$18K – 975
2018
Q1 		$18K Sell
323
-220
-41% -$12.3K ﹤0.01% 658
2017
Q4 		$32K Buy
543
+8
+1% +$485 0.01% 553
2017
Q3 		$26K Hold
535
– – 0.01% 543
2017
Q2 		$28K Hold
535
– – 0.01% 524
2017
Q1 		$24K Sell
535
-87
-14% -$3.88K 0.01% 535
2016
Q4 		$24K Buy
+622
New +$23.5K 0.01% 516

Other funds holding AERI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
FCMI
Foresite Capital Management III Larkspur, California $37.9M AUM 6.87% 1-Year Est. Return
FCMI
Foresite Capital Management II Larkspur, California $29.2M AUM 44.84% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

First Personal Financial Services's AERI Position: Q2 2018 in Review

First Personal Financial Services sold out of Aerie Pharmaceuticals (AERI) in Q2 2018, closing a stake of 323 shares — an estimated $18K sold.

First Personal Financial Services first reported a position in AERI in Q4 2016 and held it in 6 quarters. The position peaked at $32K in Q4 2017. 175 funds tracked by Wall St. Rank hold AERI as of Q2 2018.

  • First Personal Financial Services reported no remaining Aerie Pharmaceuticals position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 323 Aerie Pharmaceuticals shares in Q2 2018, an estimated $18K.
  • First Personal Financial Services first reported a position in Aerie Pharmaceuticals in Q4 2016 and held it in 6 quarters.
  • First Personal Financial Services's Aerie Pharmaceuticals position peaked at $32K in Q4 2017.
  • 175 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.