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.