Burt Wealth Advisors’s Foundation Medicine, Inc. FMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-384
Closed -$52K 407
2018
Q2
$52K Hold
384
0.02% 176
2018
Q1
$30K Hold
384
0.02% 228
2017
Q4
$26K Hold
384
0.02% 231
2017
Q3
$15K Hold
384
0.01% 250
2017
Q2
$15K Hold
384
0.01% 274
2017
Q1
$12K Hold
384
0.01% 252
2016
Q4
$7K Hold
384
0.01% 304
2016
Q3
$8K Hold
384
0.01% 287
2016
Q2
$7K Hold
384
0.01% 300
2016
Q1
$6K Hold
384
0.01% 373
2015
Q4
$8K Hold
384
0.01% 317
2015
Q3
$7K Hold
384
0.01% 291
2015
Q2
$12K Hold
384
0.01% 254
2015
Q1
$18K Hold
384
0.02% 202
2014
Q4
$9K Buy
+384
New +$8.86K 0.01% 241

Burt Wealth Advisors's FMI Position: Q3 2018 in Review

Burt Wealth Advisors sold out of Foundation Medicine, Inc. (FMI) in Q3 2018, closing a stake of 384 shares — an estimated $52K sold.

Burt Wealth Advisors first reported a position in FMI in Q4 2014 and held it in 15 quarters. The position peaked at $52K in Q2 2018. 0 funds tracked by Wall St. Rank hold FMI as of Q3 2018.

  • Burt Wealth Advisors reported no remaining Foundation Medicine, Inc. position as of Q3 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 384 Foundation Medicine, Inc. shares in Q3 2018, an estimated $52K.
  • Burt Wealth Advisors first reported a position in Foundation Medicine, Inc. in Q4 2014 and held it in 15 quarters.
  • Burt Wealth Advisors's Foundation Medicine, Inc. position peaked at $52K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q3 2018.

Based on Burt Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.