VFA
ESPR

Valeo Financial Advisors’s Esperion Therapeutics ESPR Stock Holding History

Valeo Financial Advisors’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
2019
Q2 		– Sell
-37
Closed -$1K – 1585
2019
Q1 		$1K Hold
37
– – ﹤0.01% 1439
2018
Q4 		$2K Hold
37
– – ﹤0.01% 1271
2018
Q3 		$2K Buy
37
+25
+208% +$1.15K ﹤0.01% 1456
2018
Q2 		$1K Hold
12
– – ﹤0.01% 1449
2018
Q1 		$1K Hold
12
– – ﹤0.01% 1419
2017
Q4 		$1K Buy
+12
New +$646 ﹤0.01% 1268

Other funds holding ESPR

BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Valeo Financial Advisors's ESPR Position: Q2 2019 in Review

Valeo Financial Advisors sold out of Esperion Therapeutics (ESPR) in Q2 2019, closing a stake of 37 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in ESPR in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q4 2018. 167 funds tracked by Wall St. Rank hold ESPR as of Q2 2019.

  • Valeo Financial Advisors reported no remaining Esperion Therapeutics position as of Q2 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 37 Esperion Therapeutics shares in Q2 2019, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Esperion Therapeutics in Q4 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's Esperion Therapeutics position peaked at $2K in Q4 2018.
  • 167 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.