Lee Financial’s Aerie Pharmaceuticals AERI Stock Holding History

Lee Financial’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 Q3	–	Sell	-200	Closed	-$14K	–	763
2018 Q2	$14K	Hold	200	–	–	﹤0.01%	419
2018 Q1	$11K	Hold	200	–	–	﹤0.01%	458
2017 Q4	$12K	Hold	200	–	–	﹤0.01%	302
2017 Q3	$10K	Buy	+200	New	+$10.9K	﹤0.01%	340

Other funds holding AERI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FCMI

Foresite Capital Management III Larkspur, California $37.9M AUM 6.87% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

FCMI

Foresite Capital Management II Larkspur, California $29.2M AUM 44.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lee Financial's AERI Position: Q3 2018 in Review

Lee Financial sold out of Aerie Pharmaceuticals (AERI) in Q3 2018, closing a stake of 200 shares — an estimated $14K sold.

Lee Financial first reported a position in AERI in Q3 2017 and held it in 4 quarters. The position peaked at $14K in Q2 2018. 176 funds tracked by Wall St. Rank hold AERI as of Q3 2018.

Lee Financial reported no remaining Aerie Pharmaceuticals position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 200 Aerie Pharmaceuticals shares in Q3 2018, an estimated $14K.
Lee Financial first reported a position in Aerie Pharmaceuticals in Q3 2017 and held it in 4 quarters.
Lee Financial's Aerie Pharmaceuticals position peaked at $14K in Q2 2018.
176 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.