United Capital Financial Advisors’s Aerie Pharmaceuticals AERI Stock Holding History

United Capital Financial Advisors’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
2019 Q2	–	Sell	-4,921	Closed	-$234K	–	1503
2019 Q1	$234K	Buy	+4,921	New	+$217K	﹤0.01%	1222
2018 Q4	–	Sell	-5,500	Closed	-$339K	–	1381
2018 Q3	$339K	Hold	5,500	–	–	﹤0.01%	1066
2018 Q2	$372K	Sell	5,500 -15	-0.3%	-$839	﹤0.01%	1019
2018 Q1	$299K	Hold	5,515	–	–	﹤0.01%	1096
2017 Q4	$330K	Buy	5,515 +2	+0%	+$121	﹤0.01%	1080
2017 Q3	$268K	Buy	5,513 +13	+0.2%	+$709	﹤0.01%	1147
2017 Q2	$289K	Hold	5,500	–	–	﹤0.01%	1085
2017 Q1	$249K	Hold	5,500	–	–	﹤0.01%	1116
2016 Q4	$208K	Hold	5,500	–	–	﹤0.01%	1171
2016 Q3	$208K	Buy	+5,500	New	+$121K	﹤0.01%	1177

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

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

FCMI

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

WRF

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

FCMI

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCM

Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return

United Capital Financial Advisors's AERI Position: Q2 2019 in Review

United Capital Financial Advisors sold out of Aerie Pharmaceuticals (AERI) in Q2 2019, closing a stake of 4,921 shares — an estimated $234K sold.

United Capital Financial Advisors first reported a position in AERI in Q3 2016 and held it in 10 quarters. The position peaked at $372K in Q2 2018. 167 funds tracked by Wall St. Rank hold AERI as of Q2 2019.

United Capital Financial Advisors reported no remaining Aerie Pharmaceuticals position as of Q2 2019 after selling out during the quarter.
United Capital Financial Advisors sold 4,921 Aerie Pharmaceuticals shares in Q2 2019, an estimated $234K.
United Capital Financial Advisors first reported a position in Aerie Pharmaceuticals in Q3 2016 and held it in 10 quarters.
United Capital Financial Advisors's Aerie Pharmaceuticals position peaked at $372K in Q2 2018.
167 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q2 2019.

Based on United Capital Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.