CAPTRUST Financial Advisors
FMI

CAPTRUST Financial Advisors’s Foundation Medicine, Inc. FMI Stock Holding History

CAPTRUST Financial Advisors’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
-1,801
Closed -$129K – 1663
2018
Q1 		$129K Buy
+1,801
New +$133K 0.01% 399

Other funds holding FMI

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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

CAPTRUST Financial Advisors's FMI Position: Q2 2018 in Review

CAPTRUST Financial Advisors sold out of Foundation Medicine, Inc. (FMI) in Q2 2018, closing a stake of 1,801 shares — an estimated $129K sold.

CAPTRUST Financial Advisors first reported a position in FMI in Q1 2018 and held it in 1 quarter. The position peaked at $129K in Q1 2018. 157 funds tracked by Wall St. Rank hold FMI as of Q2 2018.

  • CAPTRUST Financial Advisors reported no remaining Foundation Medicine, Inc. position as of Q2 2018 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,801 Foundation Medicine, Inc. shares in Q2 2018, an estimated $129K.
  • CAPTRUST Financial Advisors first reported a position in Foundation Medicine, Inc. in Q1 2018 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Foundation Medicine, Inc. position peaked at $129K in Q1 2018.
  • 157 funds tracked by Wall St. Rank held Foundation Medicine, Inc. as of Q2 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.