PI
FOCS

Putnam Investments’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Putnam Investments’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
Q3 		– Sell
-161,392
Closed -$4.41M – 951
2019
Q2 		$4.41M Sell
161,392
-5,400
-3% -$176K 0.01% 547
2019
Q1 		$5.95M Sell
166,792
-14,547
-8% -$458K 0.01% 465
2018
Q4 		$4.77M Hold
181,339
– – 0.01% 483
2018
Q3 		$8.61M Buy
+181,339
New +$7.74M 0.02% 423

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Putnam Investments's FOCS Position: Q3 2019 in Review

Putnam Investments sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2019, closing a stake of 161,392 shares — an estimated $4.41M sold.

Putnam Investments first reported a position in FOCS in Q3 2018 and held it in 4 quarters. The position peaked at $8.61M in Q3 2018. 116 funds tracked by Wall St. Rank hold FOCS as of Q3 2019.

  • Putnam Investments reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2019 after selling out during the quarter.
  • Putnam Investments sold 161,392 Focus Financial Partners Inc. Class A shares in Q3 2019, an estimated $4.41M.
  • Putnam Investments first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 4 quarters.
  • Putnam Investments's Focus Financial Partners Inc. Class A position peaked at $8.61M in Q3 2018.
  • 116 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2019.

Based on Putnam Investments's 13F filing for Q3 2019, filed 14 Nov 2019.