Integrated Wealth Management (Palm Desert)’s Esperion Therapeutics ESPR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ESPR Stock Details ESPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-200	Closed	-$3K	–	454
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	988
2016 Q2	$2K	Sell	200 -1,200	-86%	-$19.9K	﹤0.01%	1063
2016 Q1	$24K	Hold	1,400	–	–	0.01%	517
2015 Q4	$31K	Hold	1,400	–	–	0.01%	482
2015 Q3	$33K	Buy	1,400 +800	+133%	+$50.2K	0.01%	461
2015 Q2	$49K	Buy	600 +400	+200%	+$39.2K	0.02%	396
2015 Q1	$18K	Buy	+200	New	+$12.9K	0.01%	597

Other funds holding ESPR

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Aisling Capital New York $45.3M AUM 15.24% 1-Year Est. Return

BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return