Advisory Research’s Foundation Medicine, Inc. FMI Stock Holding History

Advisory Research’s Portfolio FMI Stock Details FMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-56,228	Closed	-$4.43M	–	413
2018 Q1	$4.43M	Sell	56,228 -20,353	-27%	-$1.5M	0.08%	149
2017 Q4	$5.22M	Buy	76,581 +48,450	+172%	+$2.51M	0.09%	149
2017 Q3	$1.13M	Buy	+28,131	New	+$1.09M	0.02%	288

Other funds holding FMI

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Advisory Research's FMI Position: Q2 2018 in Review

Advisory Research sold out of Foundation Medicine, Inc. (FMI) in Q2 2018, closing a stake of 56,228 shares — an estimated $4.43M sold.

Advisory Research first reported a position in FMI in Q3 2017 and held it in 3 quarters. The position peaked at $5.22M in Q4 2017. 157 funds tracked by Wall St. Rank hold FMI as of Q2 2018.

Advisory Research reported no remaining Foundation Medicine, Inc. position as of Q2 2018 after selling out during the quarter.
Advisory Research sold 56,228 Foundation Medicine, Inc. shares in Q2 2018, an estimated $4.43M.
Advisory Research first reported a position in Foundation Medicine, Inc. in Q3 2017 and held it in 3 quarters.
Advisory Research's Foundation Medicine, Inc. position peaked at $5.22M in Q4 2017.
157 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q2 2018.

Based on Advisory Research's 13F filing for Q2 2018, filed 14 Aug 2018.